Вы находитесь на странице: 1из 156

Integrated Project 3

I U 1-

SH

Lit.First_oH.IP03Ridefs - Word

hom
e

WE LAYOUT

Select
button

IHBQ

B1 Se|e Cell

REFERENCES

t i n

REVIEW

s r jr

Select Sow
Selecl Table

VIEW

DESIGN

Width: i&85'

C!

E8 Distribute Columns

Cell Size

Skills for Success -

LAYOUT

| B i Distribute Rows

@ Split Cells

Above Below Left Right


C Spirt Table
Rows & Columns
t.
817 Wisteria Lane
Aspen Falls, CA 93468

Selest Column

? m -

TABLE TOOLS

MAILINGS

ejnn
e s a
e s s Direction Margins

the text Whitehurst, and then press [Tab |to


insert a new row. Type your first name,
press ITab |, and then type your last
name. Save y the Word document.

I! Repeal Header Rows


o t Convert to Text
fx Formula
Data

Alignment

Dear Or. Cheek:

11. On the Layout tab, in the Table group,


click the Select button, and then compare
your screen with Figure 3.

We have been pleased wtth the involvement of the Aspen Falls Community College in our city wide
sustainability programs. As you know, the city has been promoting ' Ride the Bus for Free" which
provides each student a sticker to affix to a student ID. By showing the student ID to a bus driver, the
student can ride a city bus for free. Student participation in this program has exceeded our expectations
We still have funds available for this program and are pleased to Inform you that the following students
who signed up after the deadline may now pick up a free city bus nde sticker from my office.

First Name
Carmeling
FJaQOf.
Valentina

12. In the list, click Select Table. On the


Home tab, in the Clipboard group, click
the Copy button .

Last Name
Goforth
BUBfiOl
Blunt
Whittle
Whitehurst
Last]
*

13. On the taskbar, click the Excel button [


to make the Excel window active.

Your name
entered

Thank you again for encouraging your students

14. Scroll down, and then click cell A36. On


the Home tab, in the Clipboard group,
click the Paste arrow. Under Paste
Options, point to the second button
Q Match Destination Formatting.
Compare your screen with Figure 4.

Sincerely,

Community Services Director

Figure 3

u p

Last_First_edJP03Pass - Excel

Paste
options

INSERT

1-2

|ll

* | A* a"

a-

"T*

DATA

PAGE LAYOUT
9 /~
fE

Alignment

Paste Options:

REVIEW
Wrap Text

General

Merge & Center -

$ %

flJ
*"d8 *$

I# l> i r i * E

Conditional Format as Cell


Formatting- Table- Styles
n
Styles

Insert Delete Format

X AutoSum * A w
fflw Clear*

**

"

z ?
Sort & Find &
Filter - SelectEditing

17. Click cell C36, type No and then on the


formula bar, click Enter 0 . AutoFill cell
C36 down through C42.

Formatting button

Match Destination For


Misha
Lo
Littleton
Yukl
Cedrick
Lady
jjoy
China
Terence
Gregg
Lane
jGlen
Valeria
Lupe
jonelle
Abel

Ison
Haag
Folsom
Brumfield
Broyles
Brito
Mlreles
McDonnell
LeClair

Fanning
Binder
Winfield

Kathrine

Whitworth

First Name

Last Name

Carmellna
Florine

Goforth
Dupont

Valentina

DONE! You have completed Integrated Project 3

Blunt

Erik

Zook

Scotty
Kareen

W hittle

First

18. Save [Hj the Excel workbook, and


then Close [x] the workbook. Save
id| the Word document, and then
Close x the document. Submit the
project as directed by your instructor.

Hamblin
Gough

Freddie
Rueben

15. Click the Match Destination Formatting


button [T].
16. Click cell A36. In the Cells group, click
the Delete arrow, and then click Delete
Sheet Rows to delete the header row
from the copied table.

&

Skills for Success '

VIEW

Match Destination

V1

10 . In the last table row, click in the cell with

Whitehurst
Last
Student Bus Passes

Figure 4

Copy Word Tables into Excel Worksheets | Integrated Project 3

413

INTEGRATED

PROJECT

Link Data from Excel


You can copy a chart from an Excel workbook and paste it into a Word
document.
When you copy data from Excel, you can paste it into a Word
document as a table, or you can create a link between Excel and Word
so that any changes made in an Excel document will also be reflected
in a linked Word table.

When you update data in an Excel file that has been linked to a
Word document, the information will be updated in the Word
document.
Excel charts or data that have been pasted into a Word document can
be formatted in the Word document.

Aspen Falls City Hall


In this Integrated Project, you w ill complete a memo for the Library
Director, Douglas Hopkins. Mr. Hopkins has been w orking w ith
the Friends o f the Aspen Falls Public Library. The group operates a
bookstore and donates the revenue to the public library.The group
tracks th eir bookstore revenue in an Excel w orkbook and Mr. Hopkins
plans to present the revenue inform ation to the Board o f Trustees. You
w ill com plete a mem o to the Board o f Trustees and include a chart
and linked data from the Excel w orkbook in your memo.
Each M icrosoft Office application has different strengths; for
example, you can use Excel to create charts based on values in an
Excel w orkbook. An Excel chart can be copied and then pasted into a
Word docum ent such as a m em o or a report. You can link data from
one file to another file, and when you update the data in the original
file, the linked data w ill also be updated.
You w ill open an Excel w orkbook and a Word document, and you
w ill paste a chart from the Excel worksheet into the Word document.
You w ill also link data from the Excel worksheet to the Word
document, and then update the link.

Africa Studio

414

Integrated Project 4 | Link Data from Excel

Introduction
0-45

Time to complete this


project - 30 to 45 minutes

Student data files needed for this project:

Outcome

exl_IP04Report (Word)
exl_IP04BookSales (Excel)

Using the skills in this project, you will be able to


create documents that look like this:

mm.

You will save your files as:


Last_First_exl_IP04Report
(Word)

SKILLS

Last_First_exl_IP04BookSales
(Excel)

( MylTLab* )

MEMORANDUM
TO:
FROM:
DATE:
RE:

Ubrary Boardof Trustees


Douglas Hopkins, Ubrarv Director
September 4,2014
Friendsof the Aspen Falls Ubraty Book Sale

In the past four years, the book sales sponsored bythe Friends of the Asperi Falls Public Ubrary
havegrossed $73,818. nearly all of which have been donated to the Library for programming.
The sales have Increased steadily, as shown in the chan below:

At the end of this project you will be able to:

Book Sales

Copy Excel charts and paste them into Word documents


Link Excel data to Word documents
Link and keep the source formatting
Update linked data

111

In the Friendsof the Ubrary bookstore, the remodeling seems to havework)


sales were low duringthe 3rd quarter of 2013 during the remodeling, the 20
above 2013 sales figures as shown inthe table below:
Quarter
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
Total Sales

FY2010
54,126
4,735
4.886
4.188
$17,935

FY2011
$4,989
4,852
3.483
4,765
$18,089

FY2012
55,149
4,819
4,638
4.067
518,673

Ft 2013
$5,615
5,646
1.621
6,239
$19,121

SfflH ffli

Aspen Falls Library

Quarter
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter

FV2010
$4,126
4,735
4.886
4.188

FV2011
$4,989
4.852
3,483
4.765

FY2012
$5,149
4,819
4.638
4.067

FY2013
$5,615
$.646
1,621
6.239

FY2014
$7,756
7.908
8.241

Book Sales

last_First_rt_IP04Rport

B1 1
rrjou

rvjou

nm

Urt.Finl.MiJPOMootSaln

Link Data from Excel | Integrated Project 4

415

1. Start Word 2013, and then open the


student data file exl_IP04Report. Save
gj the file in your chapter folder as Last_
First_exl_IP04Report Add the file name
to the footer, and then close the footer.

HOME

lt_Flrst_oH.IP04BookSle - Excel

INSERT

PAGE LAYOUT

Calibri (Body)
Clipboard

r.

Chart 1

| A

FORMULAS

DATA
Vs

-A -

F,

CHART TOOLS
REVIEW

VIEW

DESIGN

Wrap Tert

is

Alignment

r S3

Conditional Format as Cell


Formatting Table Styles

S * % *

Merge & Center

Skills (or Succer

FORMAT

nsert Delete Format

51 AutoSum
Fill
Clear*

Number

2
Sort fli Find &
F.lte, Select
Editing

2 . Start Excel 2013, and then open the

A spen Falls L ibrary

student data file exl_IP04BookSales.


Save [Hj the workbook in your chapter
folder as Last_First_exl_IP04BookSales
Add the file name in the worksheet's left
footer, and then return to Normal view.

Friends o f Library Book Sales


Q uarter

FY 2010

FY 2011

FY 2012

FY 20131

1st Quarter

$4,126

$4,989

$5,149

$5,615

2nd Q uarter

4,735

4,852

4,819

5,646

3rd Quarter

4,88 6

3,483

4.638

1,621

4th Quarter
T o ta l Sale*

4,18 8

4,765

4,067

$17,935

$18,089

$18,673

3. In Excel, click the chart border to select

$7,756

6,239
$19,1211

$7,756

Book Sales

the chart. Compare your screen with

FY 2014

Figure 1.

On the Home tab, in the Clipboard


group, click the Copy button |j|].
5. On the taskbar, click the Word button

] to make the Word window active.


Position the insertion point in the first
blank line below the paragraph that
begins In the pastfour years.
6 . In the Clipboard group, click the Paste

button to paste the chart in the Word


document. Compare your screen with
Figure 2.

i i m

Figure 1

Ifll

--------------------- -----------INSERT

Id

DESIGN

jcBbri(Body) -M2

- A

A*

REFERENCES
Aa

- *

V Format Painter

Last Firct m I IPfUR^onit - Word


PAGE LAYOUT

- A

:=

MAILINGS

1=

Clipboaid

R u s

REVIEW

Is-

*1

ffl

AaBbCcOc

AaBbCcOc

1 HNormal

No Spae...

A a B b C AaBbCcI A clJ fc J
Heading 1

Paragraph

7. On the taskbar, click the Excel button |8s


to make the Excel window active. Select
the range A4:F9. On the Flome tab, in
the Clipboard group, click the Copy
button B l.

Heading 2

Styles

MEMORANDUM,
TO: - *
Ubrary-Board of-TrusteesI
FROM: -* Douglas-Hopkins, Library OlrectorU
DATE: - September-4,-201411
RE:

-*

Frlendsof-theAspenFallsLlbrarvBook-Salell

ln-thc-past-fouryears.-tha-book-$al*s-sponjored-bytha-FrindS'Of-th-Aspen-FallS'Public-Ubrarv
havegrossed$73,818,-neartyall-ofwhlchhavebeen-donatedtotheUbraryforprogrammlng.'
Thesales-haveincreasedsteadlty.as-shown-in-thechart-below^

Book Sales

Pasted
chart

SIMM
s u .tn

jh h
r* w

rr mx

FVWU

rra m

HA
if . (Ctrl)

ln-th-Frtnds<of-th-LlbrarY'bookjtor,-thrrmodllng-sMmt-to-hav-workad'Wonders.-Whllcsal$ were low-duriPg-tt>e-3rd quarter of-2013 during the remodeling, the-2014 sales are \vell'
above-2013salesfiguresas showrvlnthetablebelow:*

416

Continue to the next page to complete the skill

Integrated Project 4 | Link Data from Excel

Figure 2

Skills for Succes

Title

"M Find
AaBbCcC
Subtitle

?ae Replace
E* Select Editing

Integrated Project 4
r> -

"

HOME

Last_Firjt_edJP04Report - Word
PAGE LAYOUT

INSERT
Calibri (Body) " | 12

Paste
,

- A' A

REVIEW
Aa -

(S

Ji

Skill* for Success

VIEW
f

AaBbCcO<

AaBbCcOc

A aBbC

A aB b C cI

* Normal

1 No Spac ..

Heading 1

Heading 2

/\c lJ t3

AaBbCcC Subtitt*

line at the end of the document. On the


Home tab, in the Clipboard group,
click the Paste arrow, and then under
Paste Options, point to the third button
<^/|Link & Keep Source Formatting.
Compare your screen with Figure 3.

|
t; Select *

'* Format Painter


Stylet

Editing

A preview of the data displays at the


insertion point.

ln-the-Friendsof-theLlbrarvbookstore,-theremodellng'seemstO'haveWorked-wonders.-Whllesales'werelow-durlngthe-3rdquarterof2013dunng'theremodeling,-the-2014'salesare'well'
above-20l3salesfiguresasshownlrvthetablebelow:1l
Quartern
1st Quartern
2ndQuartern
3rdQuartern
4th-Quartern
TotalSalesn

FY-2010H
S4,126n
4,735n

FY-201W
$4,989n
4,852n
3.483D
4,765n

FY-2012H
S5.149H
4,819n
4,638n
4,067n

FY-2013H
S5,615n
5,646a
l,621n
6,239n

S17.935B

SIB,089b

S18.673B

S19.121B

8. On the taskbar, click the Word button.


9. Position the insertion point in the blank

Find
Rep|#(.e

10. Click the Link & Keep Source Formatting


button

FY-2014n$7,756n-

11. On the taskbar, click the Excel button


Press |Esc |to remove the moving border.
12. In cell F6 type 7908 and then press |Enter |.

In cell F7 type 8241 and then press [Inter].

lJUt_Fift_e*IJPCMReDOft1

13. Save [Hj the Excel file.


14. On the taskbar, click the Word button j j j
Figure 3

9 B *> O i
HOME

Last_First_exl_IP04Report - Word

X Cut

PAGE LAYOUT

Calibri (Body) - | l 2

V Format Painter
Clipboard

DESIGN

INSERT

U -

- | A a'

x. x :

REFERENCES
Aa *

MAILINGS

REVIEW

:= - j = * V :
=

A -

1
Jg-

If

- 'T[

Paragraph

r.

VIEW

t fi

Skill* for Success AaBbCcOc AaBbCcOc

, H Normal

1 No Spec...

r,i

A a B b C AaBbCcI
Heading 1

Heading 2

AaBbCcC H f
Tide

Subtitle

! I

Find *

Replace
i.
t j Select

In the Word document, the updated 2nd


Quarter and 3rd Quarter values display,
and the 2014 total is updated.

Editing

Stylet

15. In the Word document, right-click the


Excel table that you pasted previously,
and then click Update Link to check for
any changes in the linked Excel data.
Compare your screen with Figure 4.

16. Save [yj the Word document, and

then Close
the document.
Close X the Excel workbook. Submit
the project as directed by your instructor.

IntheFriendsofthe-Llbrary-bookstore.the-remodellngseems-tohaveworkedwonders.-Whllesalswerelowdurlngthe-3rd-quarter-of-2013durlng'theremodellng,-th-2014-salesare-wellabove-2013salesflguresas-shownlnth*tablebelow:1

Quartern
lstQuartern
2ndQuartern
3rdQuartern
4thQuartern
TotalSalesn

FY-2010n
$4,126n
4,7350
4,8860
4,1880

FY-2011D
$4,9890
4.852B
3,4830
4,765n

FY-20120
$5,1490
4,819n
4,6380
4,067n

FY-2013H
$5,615a
5,646a
l,6 2 la
6,239n

FY-2014n =
$7,756n7,9 0 8 D -\
8 ,2 4 ln y
B=

S17.93SB

518,039c

$18,6730

$19,1210

$23.9058*

W -

DONE! You hove completed Integrated Project 4


Updated
values

La*t_first_el_IP04ReporH

PAGE 1 OF 1

15S WORDS

Cg

Figure 4

Link Data from Excel | Integrated Project 4

417

INTEGRATED

PROJECT

Refer to Cells in Other Workbooks


An ex tern a l re fe re n c e a reference to a cell in another workbook
is useful when keeping worksheets together in the same workbook is
not practical.

After a link is created, the source workbook should not be renamed or


moved to a different location.

An external reference must include the name of the workbook and the
name of the worksheet.

Aspen Falls City Hall


In this Integrated Project, you w ill assist Kim Leah, Parks and
Recreation Director, to com plete a list of contacts for the city parks
and g o lf courses. The Course Managers at the Aspen Lakes Golf
Course and at the Ham ilton G olf Course each maintain an Excel
w orkbook th a t contains inform ation about the employees working
at th eir g o lf courses. You w ill link the contact inform ation from these
tw o w orkbooks into a th ird w orkbook that contains the parks contact
inform ation.
If employees are in different locations, sometimes it isn't practical
to keep data in the same w orkbook. Data can be linked from one
w orkbook to another w orkbook using external references.
You w ill link data from tw o Excel workbooks to a th ird workbook.
You w ill update the data in the original workbooks and verify that
the data is updated in the linked workbook, and then you w ill apply
conditional form atting.

Gunnar3000

418

Integrated Project 5 | Refer to Cells in Other Workbooks

Introduction
Time to complete this
project - 30 to 60 minutes

Student data files needed for this project:

Outcome

exl_IP05Golfl
exl_IP05Golf2

Using the skills in this project, you will be able to work


with an Excel workbook like this:

exl_IP05Contacts

0-60
mm.

You will save your files as:


Last_First_exl_IP05Golfl
Last_First_exl_IP05Golf2

Last_First_exl_IP05Contacts
U

Aspen Falls Parks and Recreation

am

Employee Contact Information

SKILLS P^ylTLab* )
At the end of this project you will be able to:
Link data from one Excel workbook to another
Update linked data
Insert conditional formatting

First Name
First
Amado
Leah
Lorrine
Booker
Irving
Keith
Jacquetta
Neely
Vic
Lee
Kyle
Diego
Ariana
Brooke
Timothy
Jesse
Chloe
Rosaria
Tracy
Mandee
Ollie
Dylan
Marissa
Sabrina
Chester
Byron

Last Name
Last
Pettinelli
Kim
Deely
Berhe
Siravo
Hansen
Ronald
Ramsburg
Fowler
Garrett
Burress
Alvarez
Korpela
Whitlow
Dominik
Periera
Tauer
Cabiness
Lecroy
Covey
Wizen
Lee
Madeiros
Mak
Schillinger
Hoese

Position
Parks and Recreation Manager
Outdoor Recreation Supervisor
Parks and Recreation Director
Community Center Supervisor
Aquatics Supervisor
Capital Improvement Supervisor
Park Operations Manager
Planning and Design Supervisor
Design and Development Manager
Aspen Lakes Course Manager
Golf Instructor
Golf Instructor
Mechanic
Landscaper
Bookkeeper
Clubhouse Associate
Clubhouse Associate
Maintenance Associate
Food and Beverage
Hamilton Course Manager
Golf Instructor
Golf Instructor
Mechanic
Landscaper
Bookkeeper
Clubhouse Associate
Maintenance Manager

Phone
(805) 555-1479
(805) 555-1417
(805) 555-1410
(805) 555-1153
(805) 555-1350
(805) 555-1310
(805) 555-1112
(805) 555-1031
(805) 555-1403
(805) 555-1010
(805) 555-1787
(805) 555-5851
(805) 555-7985
(805) 555-2775
(805) 555-5595
(805)555-2523
(805) 555-6944
(805) 555-3989
(805) 555-6814
(805)555-1010
(805) 555-8675
(805) 555-3593
(805) 555-9124
(805) 555-7781
(805) 555-5221
(805) 555-7279
(805) 555-9737

Location
City Hall, Room 416
City Hall, Room 440
City Hall, Room 412
City Hall, Room 434
City Hall, Room 432
City Hall, Room 426
City Hall, Room 414
City Hall, Room 430
City Hall, Room 420
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Hamilton Golf Course
Hamilton Golf Course
Hamilton Golf Course
Hamilton Golf Course
Hamilton Golf Course
Hamilton Golf Course
Hamilton Golf Course
Hamilton Golf Course

Last_First_exl_IP05Contacts

Refer to Cells in Other Workbooks | Integrated Project 5

419

1. Start Excel 2013, and then open the


student data file exl_IP05Contacts.
Save |H] the workbook in your chapter
folder as Last_First_exl_IP05Contacts

Last_First_exlJP05Contacts - Excel
HOME

- *,
...

PAGE LAVOl/T

INSf

1*3 r =

j Vardan*
B

FORMULAS

A.

5 |

=P S

^=3

fi

DATA

REVIEW

CW'Wrap Text

is . +

(~| Merge 8t Centi

Alignment

GB

Stall* for Succen

VIEW

*i>8 -fS

Number

rs

SIRH'

Conditional Format as Cell


Formatting- Table- Styles Stylet

Clear*

*4
Sort & Find &
FilUr- SelectEditing

Amado

2 . Click cell A5, type your first name, and

then press Tab |. In cell B5 type your last


name, and then press Enter | Save 0
the workbook, and then compare your
screen with Figure 1.

A spen Falls Parks and R ecreation


Employee Contact Info rm a tio n
Last Name

31_

Last
3]P attin elli
Kim
Deely
Berhe
Siravo
Hansen
Ronald
Ramsburg

| Amado
7 {Leah
8 Lorrine
9 Booker
10 Irving
11 Keith
12 Jacquetta
13 INeely
14

3. Open the student data file


exl_IP05Golfl. Save [Hi the

workbook in your chapter folder as


Last_First_exl_EP05Golfl

Your name

Bgrks
Stdoor Recrea
CTStdo
Parks and Recre
Community C enter Supervisor
Aquatics Supervisor
Capital Improvement Supervisor
Park Operations Manager
Planning and Design Supervisor
Design and Development Manager

displays

(80S)
(805)
(80S)
(80S)
(80S)
(80S)
(80S)
(80S)
(80S)

Phone
SSS-1479
5SS-1417
SSS-1410
S5S-11S3
SSS-13S0
SSS-1310
55 5-1 11 2
55 5-1 03 1
55 5-1 40 3

City
City
City
City
City
City
City
City
City

Hall,
Hall,
Hall,
Hall,
Hall,
Hall,
Hall,
Hall,
Hall,

Location
Room 416
Room 440
Room 412
Room 434
Room 432
Room 426
Room 414
Room 430
Room 420

15

4. Right-click the Golf Lessons worksheet

tab, and then click Select All Sheets.


Add the file name in the worksheet's left
footer, and then return to Normal view.
Right-click the worksheet tab, and then
click Ungroup Sheets.

Parks and Recreation Contacts

Figure 1

5. Click the Aspen Lakes Contacts

worksheet tab, and then select the


range A4:E13. On the Home tab, in the
Clipboard group, click the Copy
button ||].

Last_First_exlJP05Contacts - Excel

Reference to
another workbook

*
Paste

6. Make Last_First_exl_IP05Contacts the


active workbook, and then click cell
A14. On the Home tab, in the Clipboard
group, click the Paste arrow. Under
Other Paste Options, click the second
button [QjPaste Link. Click cell A14,
and then compare your screen with

Olpboard

Font

$ - %
Number

*o8 -8
r,

4
5
6

Conditional Format as Cell


Formatting- Table- StylesStyles

Employee Conta r t Info rm a tio n

7
8
9
10
11
12
13
.4
IS
16
17
18
19
20
21
22
71
74
2S
7fi
77
28

First Name
First
Amado
Leah
Lorrine
Booker
Irving
Keith
Jacquetta
Neely
Vic
Lee
Kyle
Diego
Anana
Brooke
Tim othy
Jesse
Chloe
Rosaria

Last Name
Last
Petttneth
Kim
Deely
Berhe
Siravo
Hansen
Ronald
Ramsburg
]powler
Garrett
Burress
Alvarez
Korpela
whitlow
Dominik
Penera
Tauer
Cabiness

Position
Parks and Recreation N

Integrated Project 5 | Refer to Cells in Other Workbooks

Figure 2

(8 0 5 ) 55 5-1 41 0
(80 S ) 55 5-1153
(80S) 5S S-1350
(80S) SSS-1310
(8 0 5 ) SSS-1112
(8 0 5 ) 55 5-1031
(8 0 5 ) 55 5-1 40 3
(8 0 5 ) 55 5-1 01 0
(8 0 5 ) 5 5 5-1 78 7
(8 0 5 ) 55 5-5 85 1
(8 0 5 )5 5 5 -7 9 8 5
(8 0 5 ) 55 5-2 77 5
(8 0 5 ) 5 5 5-5 59 5
(8 0 5 ) 5 5 5-2 52 3
(8 0 5 ) S5S-6944
(80S) 5 5 5-3 98 9
(80S) 55 5-6 81 4

Location
City Hall, Room 416
City Hall, Room 440
City Hall, Room 412
City Hall, Room 434
City Hall, Room 432
City Hall, Room 426
City Hall, Room 414
City Hall, Room 430
City Hall, Room 420
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
I S (C M -

Park* and Recreation Contact*

>

w orksheet and cell

Parks and Recreation Director


Community C enter Supervisor
Aquatics Supervisor
Capital Im provement Supervisor
Park Operations Manager
Planning and Design Supervisor
Design and Development Manager
Aspen Lakes Course Manager
Golf Instructor
Golf Instructor
Mechanic
Landscaper
Bookkeeper
Clubhouse Associate
Clubhouse Associate
M aintenance Associate
Food and Beverage

Skills for Suess -

S3

FI

a- & | ^ 5m t a

OS ip

|General

A spen Falls Parks an d R ecreation

7. Make Last_First_exl_IP05Golfl the


active workbook. Save [Hi the workbook
and then Close
the workbook.

Text

Merge fl Center -

3'[Last_First_exl_iP05Golfl.xl5x^spen Lakes Contacts'IA4f

2
3

The reference to the source workbook,


worksheet, and cell displays in the formula
bar.

420

VIEW

Alignment
U

A14

Figure 2.

Continue to the next pnge to complete the skill

-is

EVIEW

Insert Delete Format


.
.
.
Cells

Clear*

Sort & Find St


Filter - SelectEditing

Integrated Project 5
m

r> -

U Q J I

<*

La*t_First_edJP05Contacts - Excel

INSERT

HOME
Verdana

U fife .
Part* j
Olpboard r

ti

Font

] :

FORMULAS

DATA

-J A* a' ~ Jm 9 /'
A & ^ = tE is

-l

I U EB *

j C31

PAGE LAYOUT

REVIEW

*'Wrap Text

General

f~] Merge & Center

r.

Alignment

Skill* for Succes

VIEW

- %

a n
*b8

ip

-*?

Number

Conditional Format a* Cell


Formatting- Table* Stylesrs
Styles

eeT
Insert

S3 Fill Clear *

-R

Sort & Find &


Filter- Select Editing

10 Irving
11 Keith
12 b acquetta
13 Neely
14 iVic
15 Lee
16 Kyle
17 Diego
18 Ariana
19 Brooke
20 Timothy
21 Jesse
22 Chloe
23 Rosaria
24 Tracy
25 Mandee
26 Ollie
27 Dylan
28 Manssa
29 Sabrina
30 Chester
3 1 1Byron

Siravo
Hansen
Ronald
Ramsburg
Fowler
Garrett
Burress
Alvarez
Korpela
Whitlow
Dominik
Periera
Tauer
Cabiness
Lecroy
Covey
Wizen
Lee
Madeiros
Mak
Schillinger
Hoese

c
Capital Im provement Supervisor
Park Operations Manager
Planning and Design Supervisor
Design and Development Manager
Aspen Lakes Course Manager
Golf Instructor
Golf Instructor
Mechanic
Landscaper
Bookkeeper
Clubhouse Associate
Clubhouse Associate
M aintenance Associate
Food and Beverage
Hamilton Course Manager
Golf Instructor
Golf Instructor
Mechanic
Landscaper
Bookkeeper
Clubhouse Associate

(80 S )
(80S)
(80 S )
(80 S )
(8 0 5 )
(8 0 5 )
(8 0 5 )
(80 S )
(8 0 5 )
(8 0 5 )
(8 0 5 )
(80 S )
(8 0 5 )
(8 0 5 )
(8 0 5 )
(8 0 5 )
(80 S )
(8 0 5 )
(8 0 5 )
(8 0 5 )
(8 0 5 )

D
55 5-1310
55 5-1112
55 5-1031
SSS-1403
55 5-1010
55 5-1787
55 5-5851
55 5-7985
55 5-2775
55 5-5595
55 5-2523
555-6944
55 5-3 98 9
55 5-6 81 4
55 5-1010
555-8675
55 5-3 59 3
55 5-9124
555-7781
55 5-5221
55 5-7279

E
City Hall, Room 426
C ity Hall, Room 414
C ity Hall, Room 430
C ity Hall, Room 420
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Aspen Lakes Golf Course
Hamilton Golf Course
Hamilton Golf Course
Hamilton Golf Course
Hamilton Golf Course
Hamilton Golf Course
Hamilton Golf Course
Hamilton Golf Course

All Sheets, add the file name in the


worksheet's left footer, return to Normal
view, and then Ungroup Sheets.
10. Click the Hamilton Contacts worksheet
tab, and then select the range A4:E11. On
the Home tab, in the Clipboard group,
click the Copy button |i).
11. Make Last_First_exl_IP05Contacts the
active workbook, and then click cell A24.
In the Clipboard group, click the Paste
arrow. Under Other Paste Options, click
the Paste Link button [Q].

01

Parks and Recreation Contacts

Figure 3

HOME

INSERT

* X.
fife
^

Baste

kYOUT

FORMULAS

A A*

A -

25

DATA

REVIEW

'

! Wrap Text

-fi;

General

Alignment

Clipboard '

Skill* for Success

VIEW

Merge & Center

$ %

W1 I t i

Conditional Format as Cell


Formatting* Table- StylesStyles

'

Number

ifc

Insert Delete Format


ClearCelt*

Sort fit Find fit


Filter- Select Editing

Parks and Recreation Manager

First Name
First
Amado
Leah
Lorrine
Booker
Irving
Keith
Jacquetta
Neely
Vic
Lee
Kyle
Diego
Ariana
Brooke
Timothy
Jesse
Chloe
Rosaria
Tracy
Mandee
Otlie
Dylan
Marissa
Sabrina
Chester
Byron

Last Name
Last
Pettinelli
Kim
Deely
Berhe
Siravo
Hansen
Ronald
Ramsburg
Fowler
Garrett
Burress
Alvarez
Korpela
Whitlow
Dominik
Periera
Tauer
Cabiness
Lecroy
Covey
Wizen
Lee
Madeiros
Mak
Schillinger
Hoese

Position
Parks and Recreation Manager
Recreation Supervisor
and Recreation Director
Community C enter Supervisor
Aquatics Supervisor
Capital Improvement Supervisor
Park Operations Manager
g and Design Supervisor
and Development Manager
Aspen Lakes Course Manager
Instructor
Golf Instructor
Mechanic

Associate
Associate
M aintenance Associate
Food and Beverage
Course Manager
Golf Instructor
Golf Instructor
Landscaper

(8 0 5 )
(8 0 5 )
(8 0 5 )
(8 0 5 )
(8 0 5 )
(8 0 5 )
(8 0 5 )
(8 0 5 )
(80 5)
(80 5)
(8 0 5 )

Phone
55 5-1479
55 5-1 41 7
55 5-1410
55 5-1153
55 5-1350
55 5-1310
5 5 5 -U 12
55 5-1031
55 5-1403
55 5-1010
555^787

Location
C ity Hall, Room 416
C ity Hall, Room 440
City Hall, Room 412
City Hall, Room 434
City Hall, Room 432
City Hall, Room 426
City Hall, Room 414
City Hall, Room 430
City Hall, Room 420
Aspen Lakes Golf Course
A s p e r ^ a k e ^ o l^ o u r s e

Text That Contains

Manager

(8 0 5 )
(8 0 5 )
(80S)
(8 0 5 )
(8 0 5 )
(8 0 5 )
(80S)
(8 0 5 )

55 5-1010
55 5-8 67 5
55 5-3593
55 5-9124
55 5-7781
55 5-5221
55 5-7279
55 5-9737

Hamilton
Hamilton
Hamilton
Hamilton
Hamilton
Hamilton
Hamilton
Hamilton

nth

exl_IP05Golf2. Save [B] the


workbook in your chapter folder as
Last_First_exl_IP05Golf2
9. Using the techniques just practiced Select

H_________ I_________ J

8. Open the student data file

12. Make Last_First_exl_IP05Golf2 the


active workbook, and then click cell C ll.
Type Maintenance Manager and then
press |Enter [. Save [S] the workbook.
13. Make Last_First_exl_IP05Contacts the
active workbook. Click cell C31, and then
compare your screen with Figure 3.
14. Select the range C5:C31. Click the Quick
Analysis Lens button yyj, and then click
the Text Contains button. In the Text
That Contains dialog box, in the first box
replace the text with Manager Compare
your screen with Figure 4, and then
click OK.
16. Save [Hj the Excel workbooks, and

Text That Contains


dialog box

then Close | x |the workbooks. Submit


the project as directed by your instructor.

Light Red Fill with Dark Red Text

DONE! You have completed Integrated Project 5

Golf Course
Golf Course
Golf Course
Golf Course
Golf Course
Golf Course
Golf Course
Golf Course

Parks and Recreation Contacts

Figure 4

Refer to Cells in Other Workbooks | Integrated Project 5

421

Create Workbooks Using Excel Web App


E xcel W eb A p p is a cloud-based application used to complete basic
spreadsheet formulas using a web browser.

You can use Excel Web App to insert a chart and perform basic chart
formatting tasks.

Excel Web App can be used to create or edit workbooks using a web
browser instead of the Excel programExcel 2013 does not need to be
installed on your computer.

If you need a feature not available in Excel Web App, you can edit the
workbook in Microsoft Excel and save it on your SkyDrive.

When you create a document using Excel Web App, it is saved on your
SkyDrive so that you can work with it from any computer connected
to the Internet.

Aspen Falls City Hall


In this project, you w ill assist Taylor and Robert Price, energy
consultants fo r the city o f Aspen Falls. They have asked you to use
Excel Web App to create a spreadsheet that shows the energy
consum ption o f a city building.
Excel Web App is used to create or open Excel workbooks from
any com puter or device connected to the Internet. When needed,
you can edit text, enter formulas, or insert charts. You can save these
workbooks on your SkyDrive, and continue w orking w ith them later
when you are at a com puter th a t has Excel 2013 available.
In this project, you w ill use Excel Web App to create a new
w orkbook. You w ill enter data and then apply formats and number
styles. You w ill insert formulas, functions, and a chart. Finally, you w ill
open the w orkbook in Excel 2013 to form at the chart and check the
spelling in the worksheet.

Maxim_Kazmin

422

Web App Project | Create Workbooks Using Excel Web App

Introduction
Time to complete this
project - 30 to 60 minutes

Student data file needed for this project:

Outcome

New blank Excel Web App workbook

Using the skills in this project, you will be able to


create and edit an Excel Web App workbook like this:

You will save your file as:


Las t F i r s t e x l W A Energy
Aspen Falls
City Administrative Building

SKILLS

Total Square Footage


Energy Cost per Square Foot

MylTLab* )

At the end of this project you will be able to:


Create new Excel workbooks from SkyDrive
Enter data in Editing View
Apply number styles
Enter summary functions
Enter formulas using absolute cell references
Insert and format bar charts
Edit workbooks created in Excel Web App in Excel 2013

Annual Energy Cost

20,000
$2.25
$45,000

Percent of
Energy Consumption
Building Heating
Water Heating
Lighting
Computers
Air Conditioning

Total Cost
32%
8%

Annual
Cost
$14,400

15%

$3,600
$6,750

18%
27%

$8,100
$12,150
$45,000

Percent of Total Cost

Building Heating
Water Heating
Lighting
Computers
Air Conditioning

Create Workbooks Using Excel Web A pp | Web App Project

423

1. Start Internet Explorer, navigate to


live.com and log on to your Microsoft
account. If you do not have an account,
follow the links and directions on the
page to create one.
2. After logging in, navigate as needed to

display the SkyDrive page.


SkyDrive and Web App technologies are
accessed through web pages that may
change and the formatting and layout of
some pages may often be different from the
figures in this book. When this happens,
you may need to adapt the steps to
complete the actions they describe.

11 Last_First_c03_Energy

last_First_exl_Energy

"1 Last_First_exl_WAFuel

3. On the toolbar, click Create, and then


click Excel workbook.
4. In the New Microsoft Excel workbook

dialog box, name the file Last_First_


exl_WAEnergy and then compare your
screen with Figure 1.

6.99 GB available
Recycle bin
M anage storage
Get SkyDrive apps

2012 Microsoft

Terms

Privacy

Developers

Report abuse

English (United States)

Figure 1

5. Click the Create button to save the

workbook and start Excel Web App.


The Excel Web App displays four tabs in
Editing View: File, Home, Insert, and View.

6. In cell A1 type Aspen Falls and then


press |Enter |.

SkyDrive * Last_First_ed_WAn*rgyjdsi
HOME
jjjQ

<&Cut

INSERT

VIEW

Calibri

paste fa copy b

Microsoft Excel Web App

- 11

u a a*

A -

&

7. In cell A2 type City Administrative

Building and then press |Enter |.

City Administrative Building

Home tab, in the Alignment group,


click the Merge & Center button
j] M erge & Center * . Select the range A2:F2, and
then click the Merge & Center button.
Compare your screen with Figure 2.

Continue to the next page to complete the skill


Figure 2

Web App Project | Create Workbooks Using Excel Web App

s
I

fif ;j n

Merge fit Center

u " ~ l

City Administrative Building

8 . Select the range A1:F1, and then on the

424

Sign a

Great dean Buy Office now, get the next version free.

Alignment
U

Stalls for Success

Q3 OPEN IN EXCEL

= iK

Worksheet titles

ip

= ^
Insert Delete

x
AutoSum

ft
Data

Find

G&
Share

Web App Project


In cell A4 type Total Square Footage and
then press |Enter |.
*3

SIcyDrive Last.First_ex1_WAEnergy.xJsK
M

Widened

Wrap Text

column
ta t.

fcti' 3** A-

Great deal! Byy Office now, oet the next version free- Clide now

Skills for Success

Microsoft Excel Web App

QB open in excel

123

Sign out (

E| I "
Data

Merge 8t Center

Find

Share

Oata

11. In cell A6 type Annual Energy Cost and


then press |Enter |.

Web

12. In the column heading area, point to


the right boundary of column A to
display the [4*J pointer. Double-click
between columns A and B to display all
of the contents of cell A5 in the column.
Compare your screen with Figure 3.

Aspen Falls
City Administrative Building
A

Total Square Footage

Annual Energy Cost

10. In cell A5 type Energy Cost per Square


Foot and then press [ Enter |.

Data fits
in column

13. Make cell B4 the active cell. Type 20,000


and then press Enter |.
14. In cell B5 type 2.25 and then press fEnter |.
15. In cell B6 type =B4*B5 and then press
I Enter I.

16 . Click cell B5. On the Home tab, in the

Number group, click the Number


Format button, and then click Currency.

Figure 3

17. Click cell B6, and then apply the

Currency number format. Click the


Decrease Decimal button
two times.

j f r https piotiic.Ijve.com'P.mvc^lhitpt.^tfcydn P f t C |j C f Last_First_exl_WAEnergyj<ls...


File

Edit

View

Favorites

Tools

Help

HOME

IB
P"

INSERT

VIEW

S&CW

II

K -

11

a -

A -

Sign out (J

Great deal! Buy Office now. oet tne next version free. Click now

Q3 OPEN IN EXCEL
-

Calibri

Skills for Success

Microsoft Excel Web App

SIcyDrive * Last.First.exl.WAEnergyjds*

m-

S M g .S tC M >

'* * * '
Format* *

|
F?
as Table*

l"l<

Insert Delete

! rt

AutoSum

18. Click cell A8, type Energy Consumption


and then press Enter |.
1 9.

t
B

Aspen Falls
City Administrative Building

1
2
3
4

Total Square Footage


Energy Cost per Square Foot
Annual Energy Cost

5
6
7
8
9

Energy Consumption
Building Heating

10

Water Heating

20,000
$2 2 5 > U $45,000 J ^
Percent of Total Cost
0.32
0.08
0.15 ^ ---------------------

11

Lighting

12
13
14

Computers

0.18

Air Conditioning

0.27
1

In the range A9A13, pressing | Enter] after


each entry, type Building Heating, Water
Heating, Lighting, Computers and then
Air Conditioning

20 . Click cell B8, type Percent of Total Cost

Formatted values

and then press |Enter |.


21 . In B9:B13, making sure you type the

Data entered

decimal in front of each number, type


the following values: .32, .08, .15, .18
and then .27 Compare your screen with

15
16
17

Figure 4.

18
19
20
21

<

"

Shcetl

Continue to the next page to complete the skill

Figure 4

Create Workbooks Using Excel Web App | Web App Project

425

22. Select the range B9:B13. In the Number


group, click the Number Format button,
and then click Percentage. Click the
Decrease Decimal button
two times.
23. Click C8, type Annual Cost and then
press 1Enter |.

SkyDrive Last_first_exl.WAEjiefgy.xii*
HOME
X,Cut
Palte Fa Copy

INSERT

VIEW

Calibri
B

OioOobti
f.

24. Select the range B8:C8. In the


Alignment group, click the Wrap Text
button, click the Middle Align button
[^1, and then click the Center button 0 .

=B9$B$6 ^

Microsoft Excel Web App

11

B '

s=

A -

Buy Office rx

Great an
^

Wrap Text
| Merae & Center

ffi J

Number
Format *

'
*

Survey Format
as Table .

i r 1*

Insert Delete
.
.

AutoSum

Data

Find

Sign out ()

ion free. CHc* now

r
&

Share

Fonj_

Formula
Aspen Falls
City Administrative Building

Total Square Footage


Energy Cost per Square Foot
Annual Energy Cost

25. Click C9, type =B9*$B$6 and then press

Energy Consumption

20,000
$2.25
$45,000
Percent of
Total Cost

26. Click C9, point at the fill handle, and


then compare your screen with Figure 5.

Annual
Cost

32% [ $14,400
894

Building Heating
Water Heating
Lighting
Computers
Air Conditioning

Enter

15%
18%
27%

Fill handle

27. While still pointing at the fill handle,


drag the fill handle to copy the formula
down through cell C13.
The absolute cell reference to $B$6 is copied
to each of the other formulas.

Skills for Success

QS OPEN IN EXCEL

Figure 5

28. Click C14. In the Formulas group, click


the AutoSum button, and then press
[ Enter |.

29. Select the range A8:B13. On the Insert


tab, in the Charts group, click the Pie
button, and then point at the first chart
2-D Pie. Compare your screen with
Figure 6, and then click the first chart.

SkyDrive Last_Fifst.exl_WAEnergy.xlsx

Function

range A16:F30.
31

To the right of the tabs, click the Open in


Excel button. If prompted, enter your ID
and password.

city ac Doughnut5Building
4

Total Square Footage

5
6
7

Annual Energy Cost

Energy Cost per Square Foot

10

Energyconsumption
Building Heating
Water Heating

11
12
13

Lighting
Computers
Air Conditioning

32. If prompted, at the top of the screen, on


the Protected View bar, click Enable
Editing.

Continue to the next page to complete the skill *


426

Web App Project | Create Workbooks Using Excel Web App

SkiUs for Success

8
9

Great deail Buy Office now, get tn next version free. Cite* now

Sign out |)

Survey

A contextual tabthe Chart Tools tab


displays on the Ribbon.
30. Move the chart to approximately the

Microsoft Excel Web App

Figure 6

Percent of
Total Cost

Annual
Cost

32%

$14,400
8% ^S3,6C
,600
15%
18%
$8,100
27% $12,150
$45,000

^6,750

Selected
range

Web App Project


I m

< r

Last_First_exi_WAEnergy - Excel

PAGE LAYOUT

HOME

Add Chart Quick


Element' Layout Chart layout*

FORMULAS

DATA

CHART TOOLS
REVIEW

VIEW

DESIGN

lil

Change
Colon

Skills (or Success

FORMAT

Switch Row/ Select


Column
Data
Data

the Styles group, click the Cell Styles


button, and then click Accent 4. In the
Font group, click the Font Size button
u I, and then click 14. In the Cells
group, click the Format button, and then
click Row Height. In the Row Height
dialog box, type 20 and then click OK.

n
Change
Move
Chart Type Chart
Type
location

Chart 1

Annual

Percent of
8

Cost

Total Cost

Energy Consumption
Building Heating
> Water Heating

$14,400
$3,600
$6,750

15%
18%
27%

Lighting
! Computers
i Air Conditioning

34. Click cell A2. In the Styles group, click

$8,100
$12,150
$45,000

the Cell Styles button, and then click


40% - Accent 4. In the Font group, click
the Font Size button u * , and then
click 12.

Percent of Total Cost

0
s
* Suiting Heating

I H

35. Click the chart to select the chart, and

Water Heaung

63

Computers

03

33. Click cell Al. On the Home tab, in

Air Conditioning

caa

then on the Design tab, in the Chart


Styles group, click the third style Style
3. Compare your screen with Figure 7.

Chart moved to
approximately A16:F30

!.

36. On the Review tab, in the Proofing


Figure 7

37. On the SkyDrive page, open the

| B? https profilt.livt.com P.mvc*!https://kydri P - ft C | S " L_First_eid_WAEnergyjHs... X I


File

Edit

View

Favorites

Toots

Help
Microsoft Excel Web App

SkyDrive > Last.Firstexi_WAEnefgy.xisx


HOME
J Q

INSERT

VIEW

=
B

H *

>

A .*

E?' Wrap Text

Merge & Center

ffl

I I C*J 1

z
AutoSum

Buy Office now, get tne next version free. Click here

Sign out (

&

Aspen Falls

City Administrative Building


Total Square Footage
Energy Cost per Square Foot
Annual Energy Cost

8
9

Energy Consumption
Building Heating

workbook in the Excel Web App.


Compare your screen with Figure 8.
The cell styles and the chart style 3 have
been applied. Features not supported by
Excel Web App, such as styles, cannot be
changed in the Web App but they can be
viewed.

Share

Alignment

CHpboaro
f*

SkiHs for Success

Q l OPEN IN EXCEL

<X> Cut

P,ste life Copy

group, click the Spelling button to check


and correct any spelling errors. Save
BJ your workbook and then Close
Excel 2013.

38. Click the View tab, and then click

20,000
$2.25
$45,000
Percent of Annual
Total Cost Cost
32% $14,400

10
11

Water Heating
Lighting

12

Computers

15% $6,750
18% $8,100

13
14

Air Conditioning

27% $12,150

8% $3,600

Reading View. Print or Share the


document as directed by your instructor.

Changes display

39. In the top-left comer of the Internet

in Web App

Explorer window, click the sign out link,


and then Close fes] the browser window.

$45,000

15

DONE! You hove completed Excel Web App

Percent o f Total Cost

Project!

Figure 8

Create Workbooks Using Excel Web App | Web App Project

427

Introduction to Access
Microsoft Access is a d a ta b a se s y s te m a program used to both store and manage large
amounts data. In a database system, the d a ta b a se is a collection of structured tables designed to
store large amounts of data. The data is managed using queries, forms, and reports.
Access tables organize data into rows and columns. Each row (record) stores data about each
item in a collection. For example, in a table storing customer data, each row would represent an
individual customer. The columns (fields) organize the types of data being collected such as first
name, last name, street, and so on.
You can build a database from scratch or use one of the pre-built templates provided by
Microsoft. You can also add pre-built tables, fields, and forms to an existing database.
After designing the tables, you are ready to enter data. Forms are built so that others can type
the data quickly and accurately. You can also import data from files created by programs.
Queries are used to answer questions about the data. They filter and sort the data to display the
information that answers the questions. Reports can be based on either tables or queries, and are
created to display information effectively.
Access has several wizards and views that you can use to build your tables, forms, queries, and
reports quickly. You can format these objects using techniques similar to those in other Office
programs.

428

Microsoft Access | Introduction to Access

Access
a

Shelters \

Shelter ID

Shelter Name

Park

1 Group Area A

Table field
names

2 Central Picnic Area |

Silver Lake

3 Shelter East

Sunset M eadows

4 Group Area A

Roosevelt

5 Observation Point

Kellermann

6 W illo w Shelter

Aspen Falls Lake

7 Franklin Shelter

Roosevelt

8 Shelter in th e Woods

Cedar Creek

9 Aspen Shelter

JEB
Is

Table
record

- e -

Iis

1b
1
_ _ i_

Click to Add

W iyot

Aspen Falls Lake

10 Shelter North

Silver Lake

11 Veteran's Picnic Area

Sunset M eadows

12 Poplar Shelter

Aspen Falls Lake

13 Manor Picnic Area

Squires Lake

14 Eleanor Shelter

Roosevelt

15 Group Area A

Cedar Creek

16 Upriver Shelter

Yurok

17 Group Area B

W iyot

18 Downriver Shelter

Yurok

19 Shelter South

Silver Lake

20 Group Area B

Cedar Creek

91 f t n u n J l r i a f

Rnncsualt

Shelter Reservations

S helter Reservations

Access form

Shelter ID
Shelter Name

Group Area A

Park

Wiyot

Reservation ID *

Customer ID *

27
*1

R ec o rd : M

5739776

Date

4 /27/2014

Group Size
91

Fee

$45.50

(N ew )

< |1 o f 1

S e a rc h

Introduction to Access | Microsoft Access

429

C H A P T E R

Create Database Tables


Microsoft Office Access is an application used to store and organize data,
and access and display that data as meaningful information.

When you create tables, you assign properties that match the data you
intend to enter into the database tables.

A single Access file contains many objects including tables, forms,


queries, and reports. Tables are used to store the data. The other objects
are used to access the data stored in those tables.

After creating tables, you establish the relationships between them and
then test those relationships by adding sample data.

When you create a database, you first determine the purpose of the
database. You can then plan how to organize the data into tables.

After the table relationships are tested, you are ready to enter all the data
and add other database objects such as forms, queries, and reports.

Aspen Falls City Hall


In this project, you w ill help Sadye Cassiano, Director o f the Building
Services D epartm ent o f Aspen Falls City Flail, add tw o tables to the
database th a t th e departm ent uses to track building permits. You
w ill use Access to design and test prototypes o f tw o related database
tables th a t w ill be added to the city database.
The data stored in database tables is used in many ways. In
Aspen Falls, building permits are considered public records, and
the database w ill be used to publish permits on the city website.
Internally, the city w ill use the data to adjust yearly property
assessments, track city construction, track payments o f fees, and
contact the person filing a building permit. All o f these tasks can be
accomplished by accessing tw o tables in the database in different
ways. Thus, the tables are the foundation o f a database.

Franck Boston

430

Microsoft Access Chapter 1 | Create Database Tables

In this project, you w ill create a new database and then create
one table in Datasheet view, and a second table in Design view. In
both tables you w ill add fields and assign properties to those fields
and create a relationship between the tw o tables. You w ill add data
to one table by typing the data, and add data to the second table by
im p ortin g it from an Excel spreadsheet. Finally, you w ill use Datasheet
view to filter, sort, form at, and p rint the tables.

Introduction
0-90

Time to complete all 10


skills - 60 to 90 minutes

Student data file needed for this chapter

Outcome

acc01_PermitsData (Excel)

Using the skills in this chapter, you will be able to


work with Access tables like this:

mm.

You will save your databases as:


Last_First_acc01_Permits (Access)
Last_First_acc01_PermitsData (Excel)

Permits .
P e rm it N u m b e r
B 8756215E LE C
B 5666375E LE C
B 3680115E LE C
B 1684124E LE C
B 3849977E LE C
B 1090716E LE C
B 9 5 6 80 69 E L EC
B 48 2 48 48 E LE C

SKILLS
^
L L 9

Skills 1-10 Training

S ta r t D a te -t

P r o je c t T it le

L o c a tio n

Fee

7 /2 4 /2 0 1 4 REMODEL M ALASKY RESIDENCE 4 8 6 3 S B iltm o re A v

$ 5 4 .2 3

7 /2 4 /2 0 1 4 A D D IT IO N JAPP RESIDENCE

$ 4 4 .2 0

8493 N B annock S t

-V

7 /2 4 /2 0 1 4 REMODEL AHRENDES RESIDENCE 3 8 5 8 S G lenn B ro o k F $ 5 1 .7 9


7 /2 4 /2 0 1 4 REMODEL HA RTNE TT RESIDENCE 8 1 4 7 S 5 T h S t
7 /2 9 /2 0 1 4 A D D IT IO N BRANDL RESIDENCE
7 /2 9 /2 0 1 4 REMODEL C U B IT RESIDENCE
8 / 1 /2 0 1 4 A D D IT IO N TRIEU RESIDENCE

6 0 3 1 S H in sd a le C t

$ 5 3 .7 9

3 6 7 4 W T e a b ro o k A v $ 7 4 .5 0
8 6 6 8 E H o p kirk A v

8 /1 / 2 0 1 4 REMODEL M IY A G A W A RESIDENC 5 1 5 E B irch


p

S 4 9 .3 2

$ 5 5 .0 6
$ 6 4 .6 7
SO.00

At the end of this chapter you will be able to:


Skill 1

Create Databases

Skill 2

Create Tables in Datasheet View

Skill 3

Enter Data into Datasheets

Skill 4

Create Tables in Design View

Skill 5

Relate Tables

Skill 6

Enter Data in Related Tables

Skill 7

Import Data into Tables

Skill 8

Filter and Sort Datasheets

Skill 9

Format Datasheets

Skill 10 Preview and Print Datasheets


M O R E SKILLS
Skill 11 Compact and Repair Databases
Skill 12 Work with the Long Text Data Type
Skill 13 Work with the Attachment Data Type
Skill 14 Work with the Hyperlink and Yes/No Data Types

Create Database Tables | Microsoft Access Chapter 1

431

SKILL 1: Create Databases

I A C C 1-1
I V ID E O

When you start Access, the Start screen


displays so that you can either open an
existing database or create a new blank
database.

Skills fo r Success

Access

jkills_for_succeM0live.com
Switch account

Recent
You haven't opened any filet recentfy. To browse for
a file, start by clicking on Open Other Files.

Before you create a new database, you


assign a name and location for the database
file.

1 ^ Open Other Files

Start Access 2013, and then compare


your screen with Figure 1.
On the Access Start screen, you can create
a database from a template, open a recent
database, or create a blank database.

2 . On the Access start page, click Blank


desktop database. In the Blank
desktop database dialog box, replace
the suggested File Name value with
Last First accOl Permits
To the right of the File Name box, click
the Browse button [__] to open the File
New Database dialog box.

Figure 1

4. In the File New Database dialog box,

ai

navigate to the location where you will


be saving your work for this chapter.

File New Datat

Organize ~

j t USBDRI...
New folder

5. In the File New Database dialog box,

dick New folder, and then type Access


Chapter 1 Press |Enter |two times to create
and open the new folder. Compare your
screen with Figure 2.
The Microsoft Access 2007 - 2013 file format
is the default file format for Access 2013.

ss in ipu

Date modified
ch your search.

Access Chapter 1
folder (your location

Homegroup
Computer

may be different)

ifc Local Disk (C:)


Local Disk (0:)
USB DRIVE (F:)

a n k d e s k t o p d a ta b a s e
flp Network

Namt
v

<

Fil* name Lt_First_acc01.Permits

.First
itaccOi.Permits
accO
fo Suecesi\DocumenU\
|Users\Al{ for

Save as type: Microsoft Access 2007 - 2013 Databases

* Hide Folders

Continue to the next page to complete the skill


432

Microsoft Access Chapter 1 | Create Database Tables

File Name box


in Blank desktop
database window

SKILL 1: Create Databases


6. Click O K to accept the changes and close

the File New Database dialog box.


7. Compare your screen with Figure 3, and

then click the Create button.


8. Take a few moments to familiarize

yourself with the Access window as


described below and in Figure 4.
When you create a blank database, a new
table is automatically started for you. The
name Tablel is temporarily assigned to the
table, and the first columnIDis the
name of afield a common characteristic
of the data that the table will describe.

Figure 3

rgriH-

TABU roots
DATABASE TOOLS

^
View

AB

Table name

12 t p

Short Number Currency

[j^] Name & Caption

r 1
Delete

0 V */N <

FIE10S

EiJ More f eldi

IvJ. Drlaull Value


Z Field Sue

Lost_Fit_cc01_Pfmitj: Database- F:\Access Chapter l\Last_First_acc01_Perm<s.accdb C

rf

- 20_

SJaHsfor Success

TABLE

fx

H]

Modify Modify
Memo
Lookups Expression Settings'

Format
5

Formatting
*

od -OS

Indeced

&Dtlet*

All Access Obje... j| 3


Snrc*.
Tables
ZD Table1

Append row

Database tables store the data in rows and


columns and are presented in datasheets.
In a datasheet, each row is a recorda
collection of related data such as the contact
information for a person. Each column is a
field that each record will store such as city,
state, or postal code.
Tablel currently displays in Datasheet
viewa view that features the data but
also has contextual tabs on the Ribbon so
that you can change the table's design. In
Datasheet view, the last row of the table is
the append row the row in which a new
record is entered. Tablel currently has no
data.
9. Leave the table open for the next skill.

ID field and
Click to

You have completed Skill 1 of 10

Add column

Figure 4

Create Database Tables j Microsoft Access Chapter 1

433

SKILL 2: Create Tables in Datasheet View


When you design a table, you add field
names and their properties.
D a ta Type is a field property that specifies
the type of information that a field will
hold: for example, text, number, date, or
currency.

| | ^ o '2

IttH

TABIE TOOLS
HOME

fc *'

ab

Short Nu

AM

ID column
selected

*1

and ContractorlD

st**

Click to Add

Figure 1

of data types, click Short Text. Type


CompanyName and then press I Enter |to
move to the next column.
The Short Text data type stores up to 255
characters of text.
4. On the Fields tab, in the Add & Delete

group, click the More Fields button.


Scroll to the bottom of the list of data
types, click Name, and then compare
your screen with Figure 2.
Quick Start fields are a set of fields
that can be added with a single click. For
example, the Name Quick Start data type
inserts the LastName and FirstName
fields, assigns the Text data type, and adds
a caption with a space between the two
words.

Continue to the next page to complete the skill >


Figure 2

rgi fx

HI

wiuuity moony
ivwmo
Lookup! Expteion Settings Properties

Data Type |AutoNumb*r


Format:

Enter Field Properties

k ri

Formatting

%% w i

Description

as caption

3. In the second column, click the text


Click to Add, and then from the list

Microsoft Access Chapter 1 | Create Database Tables

EX Default Value

Last.Firrt.a

TABLE

ContractorlD

then click OK.

hil

FIELDS

Name a Caption
^
ete

as field name

2. Compare your screen with Figure 1, and

434

Lj More Fields

DATABASE TOOLS

Add & Oeite

1. In Tablel, click the ID column header.


On the Fields tab, in the Properties
group, click Name & Caption. Replace
the Name box value with ContractorlD
and in the Caption box, type Contractor
ID (include a space between the two
words).

Contractor IDthe field's captiondisplays


at the top of the column and is slightly
truncated. You will widen the column in a
later step. Captions determine what displays
in all datasheet, form, and report labels.

Name & Caption


command

formatting

SKILL 2: Create Tables in Datasheet View


TABU TOOLS
HOME

CREATE

EXTERNAL DATA

DATABASE TOOLS

zi Ascending
View

Paite

Copy

Filter

V Format Painter

IT U

m New

Advanced *

Lait_Firjt_acc01.Permits: Database- F:\Accmi Chapter 1\Last_Firstacc01.Permrti.accdb (Access 2007 - 20...

TABLE

ft

Skill! for Suc *


Z Total*

4 *

5SHI.H, "

?ic Replace

Calibn (Detail)

More button

Remove Sort ' T Toggle Filler

Sort & Filter

f-

Tables

T Selection -

IU Descending

VHwi________Clipboard______ '

All Access Obje... *


Stanfi.

FIELDS

I- S' Jk- 6
Text Formatting

6. Repeat the technique just practiced to

Tablet
Click to Add

Contractor lD - CompanyNa *
*

5. Click in the last column Click to Add,


and then click Short Text. Type Phone
and then press |Enter |.
add a field name Email with the Short
Text data type.

(New)

Tablel

7. In the header row, click in the Contractor


ID column. Click the Home tab. In the
Records group, click More, and then
click Field Width. In the Column Width
dialog box, click Best Fit. Compare your
screen with Figure 3.

Column width
set using Best
Fit command

Column widths can be changed to match


the width of their contents. As you add
data, the widths may need to be adjusted.

8 . Repeat the technique just practiced to


adjust the CompanyName column width.
| Retotd- H

9. Click Save (B|. In the Save As dialog box,

1 of 1

Figure 3

j ^

**? -

C* 1 s

HOME

TABLETOOLS

CREATE

EXTERNAL DATA

DATABASE TOOLS

FIELDS

m Name & Caption


View

Short Number Currency

&

X^

fv

Ahl

Required

Data Type Short Te*


rmatting

Unique

Reid Size box

Indexed

Proptltiis

^
Validation

Field Validation

All Access Obje...


Tables

Skill! for Succo* O

Eli More Field!

Add & Deleft

Srt*L

H
----- , Modify

E l Default Value

0 Vet/No

Lajt_First_acc01_Permits: Database- F-.VAccess Chapter 1\LaM_Flrst_ecc01_PeimiU.accdb (Accetj 2007 20...

TABLE

Contractor 10

CompanyName

lart Name

First N am * *

Phone

Email

OkktoAdd

(New)

Contractor*

Contractors
table saved

type Contractors and then click OK.


When you save a table that you have
added or changed, its name displays in the
Navigation Pane, and it becomes part of the
database file.

10. Click CompanyName to select the


column, and then click the Fields tab. In
the Properties group, change the Field
Size value to 50
Field size limits the number of characters
that can be typed into a text or number
field.

Caption
changed

11. With the Company Name field selected,


in the Properties group, click Name &
Caption. Change the Caption to
Company Name and then click OK.
Compare your screen with Figure 4.
12. Repeat the technique just practiced to
change the Field Size property of the
Last Name, First Name, Phone, and
Email fields to 50 and then click Save [H
Figure 4

You have completed Skill 2 of 10


Create Database Tables | Microsoft Access Chapter 1

435

SKILL 3: Enter Data into Datasheets

I I v^o'3

When you are designing and building


database tables, it is a good idea to enter
some of the data that they will store. In this
way, the design can be tested and adjusted
if needed.

| y

1. In the Contractors table datasheet, in


the append row, click the first empty
Company Name cell, and then type
Front Poarch Construction Compare
your screen with Figure 1.

-
HOME

AB

TABLE TOOlS
IIS

CREATE

12

View

Short Number Currency J"


Tod
*
views__________________Add& Delete

All Access Obje...

'

Tables
S 3 Contractors

New record
started

FIELDS

3 Name & Caption


Default Value
Field Size SO

Last_First_acd5'l_Peimits: Database- FtVAccess Chapter 1\Last_First_accOI_Petrmts.eccdb (Access 2007 - 20..

TABLE
fTC?

Stoll* for Succe** * ^


fx

|ab| |

--1 Modify

Modify
Memo
J Lookup* Expression Setting*

Required

Typc 1Short Ttxt


CnmM.np
Foimat
Formatting
$

Unique

[g .
.
Validatx

Indexed

*4 a

Field Validation

Formatting
Contra tor\
Contr^For ID -

Company Name -

i * Construction

Click to Add

Last Name

(New)

Append row moves


down one row

As soon as you enter data in the append


row, it becomes a record, and the append
row displays below the new record.

2. Press 1Enter |to accept the data entry and


move to the next column. Type Poarch
Press |Enter |, and then in the First Name
column, type Ken
3. Continue in this manner to enter
the Phone number, (805) 555-7721
and the Email address, poarch.ken@
poarchcontractors.com
4. Press |Enter |to finish the record and move
the insertion point to the append row.
Compare your screen with Figure 2.

J Record M

1 of 1

Figure 1

TABLE TOOlS
HOME

CREATE

12 e 3
View

Short Number Currency

EXTERNAL DATA
Date & Time
0 Yet/No

DATABASE TOOLS

FIELDS

La*t_Fir*t_acc01.Permit*: Database- F:\Access Chapter 1\La*t_Firtt.acc01_Permit*.aecdb (Acce** 2007 - 20...

Data Type AutoNumber

[HI Name & Caption


Default Value

Ltl More Field* -

Field Sue

Modify Modify
Memo
Lookup* Expression Settings -

Foimat

All Access Obje... ])3


Storeh.
Tables

Last Name

1 Front Poarch C oniti Poarch

First Name
Ken

l k

Completed record
with active append
row below it

Figure 2

436

Microsoft Access Chapter 1 | Create Database Tables

Required

[S y

B Unique

Field Validation

_____

ContractorlD CompanyName

H3 Contractors

Continue to the next page to complete the

Formatting

*j

Add & Delete

When you move to a different record or


append row, the new or changed data is
automatically saved to the database file on
your drive.

Skill* for Success - n

TABLE

SKILL 3: Enter Data into Datasheets


5. To the left of the Contractor ID column
heading, click the Select All button | |.
Compare your screen with Figure 3.
ContractorlD is the table's prim ary keya
field that uniquely identifies each record
in a table. Primary key field names often
include ID to help you identify them.
6 . With all the cells still selected, repeat the

technique practiced previously to apply


Best Fit to the column widths.
By selecting the entire datasheet, you can
adjust column widths quickly. If your
window is sized smaller than the datasheet,
columns that are not in view will not be
adjusted. You can adjust them by first
maximizing the Access window or by
scrolling to display them.

Figure 3

7. Starting with Mikrot Construction, add the


records shown in the table in Figure 4.
For the Contractor ID, accept the
AutoNumber values.
The ContractorlD data type is
A utoNum bera field that automatically
enters a unique, numeric value when a
record is created. Once an AutoNumber
value has been assigned, it cannot be
changed. If your AutoNumber values
differ from the ones shown in this chapter's
figures, you do not need to change them.

CompanyName

Last Name

First Name

Phone

Front Poarch Construction

Poarch

Ken

(805)555-7721

poarch.ken@
poarchconstruction.com

Mikrot Construction

Mikrot

Kim

(805) 555-6795

kmikrot@mikrot
.com

Sobata Contractors

Sobata

Jeri

(805) 555-4789

jeri@sobatacon
.com

(leave blank)

Jestis

Mee

(805) 555-8506

mee.jestis
jestisandsons.com

Degasparre
Remodelers

Degasparre

Artur

(805) 555-0770

artur@degasparre
.com

8 . Click Save H , and then Close [x ] the

table.
When you close a database table, the
database does not close. If you accidentally
close the database, reopen it to continue.

You have completed Skill 3 of 10

Figure 4

Create Database Tables | Microsoft Access Chapter 1

437

SKILL 4: Create Tables in Design View

A C C 1-4
V ID E O

An alternate method for creating a table


is to create it in Table D esign view a
view that features table fields and their
properties.
1. Click the Create tab, and then in the
Tables group, click the Table Design
button.
2. With the insertion point in the Field
Name column's first row, type PermitID
and then press (Enter |to automatically
assign the Short Text data type.
3. On the Design tab, in the Tools group,
click Primary Key.
4. In the Field Properties pane, change the
Field Size value to 50 and the Caption
to Permit Number Compare your screen
with Figure 1.
When working with a table in Design
view, the Field Name, Data Type, and
Description data are entered in rows. Other
field properties are entered in the Field
Properties pane.

5. Click in the next blank Field Name box,


and then type StartDate

Figure 1

*5

C*

HOME
[T 7 |
View

TABU TOOLS

CRiATE
\

;S g ,

Microsoft Access Chapter T | Create Database Tables

m if

lest_Flrst_ecc01_P#ftnitj Database- F:\Access Chapter l\Last_First_ecc01_PerTn<tJ.accdb (Accs 2007 - 2013 file for...

DESIGN

Data Typt
Short Txt

Skill* for Success - ^

Relationships
Object
Dependencies
Relationships
Inscription (Optional)

1Paf/^Tima___
StartDate field
name and data type

Format property
set to Short Date

Short Date

Caption property
added

8 . Add a fourth field named Location with


the Short Text data type.

438

insert Row*

V PrmltlD
StartDat*

The Date/Time data type stores serial


numbers that are converted and formatted
as dates or times.

Continue to the next page to complete the ski

DATABASE TOOLS

j X Delete Row
Primary Builder Test Validation
Property Indexes
Create Data Rename/
Key
Rules
Modify Lookups
shwt
Macros- Delete Macro
Tool!___________Show/Hide
Field. Record fii Table Events

6. Press jEnter |, click the Data Type arrow,


and then click Date/Time. In the Field
Properties pane, click the Format box,
click the Format arrow that displays, and
then click Short Date. Add the Caption
property Start Date and then compare
your screen with Figure 2.

7. Add a third field named ProjectTitle with


the Short Text data type and the Caption
property Project Title

EXTERNAL DATA

Figure 2

Input Mask
Ception
Default Value
validation Ryle
validation Tert
Required
indexed
IME Mode
ime Sentence Mode
Tet Align
Shew Date Picker

Start Date
The label for the field when used on a vU
you don | entei a caption, the field nam
uied ai the label. Press F1 for help o>
captions.

SKILL 4: Create Tables in Design View


9. Add a fifth field named Fee with the

Currency data type. Do not change any


other field properties.
The C urrency data type stores numbers
formatted as monetary values.

10. Add a sixth field named ContractorlD


with the Number data type and the
caption Contractor ID In the Default
Value box, delete the 0.
The N um ber data type stores numeric
values.

11. In the ContractorlD Description box,


type Foreign key from the Contractors
table Compare your screen with Figure 3.

Figure 3

A fo reign key is a field that is used to


relate records in a second related table. The
foreign key field is often the second table's
primary key. Here, ContractorlD is the
primary key of the Contractors table. The
ContractorlD field will be used to join this
table to the Contractors table.
When you join tables, the common fields
must share the same data type. Because
the Contractors table automatically assigns
a number in the ContractorlD field, the
foreign key field should be assigned the
Number data type.

12. Click Save [H], In the Save As dialog box,


type Permits and then click OK.
13. On the Design tab, in the Views group,
click the View button to switch to
Datasheet view. Click the Select All
button Q , and then adjust the column
- widths to Best Fit. Compare your screen
with Figure 4.
14. Save [B] and then Close [ x ] the table.
You have completed Skill 4 of 10

Figure 4

Create Database Tables | Microsoft Access Chapter 1

439

SKILL 5: Relate Tables

I A C C 1-5
I V ID E O

Records in two tables can be related by


placing the same field in both tables and
then creating a relationship between the
common fields.
1. Click the Database Tools tab, and then
in the Relationships group, click the
Relationships button to display the
Relationships tab and Show Table dialog
box.
If the Show Table dialog box does not
display, you can open it by clicking the
Show Table button in the Relationships
group.
2. In the Show Table dialog box,
double-click Permits to add it to the
Relationships tab. In the Show Table
dialog box, double-click Contractors.
Alternately, you can add tables to the
Relationships tab by dragging them from
the Navigation Pane.
3. Compare your screen with Figure 1, and
then close the Show Table dialog box.

Figure 1

|B B ^
n

4. From the Permits table, drag the

ContractorlD field to the ContractorlD


field in the Contractors table. When
the |5 pointer displays, as shown in
Figure 2, release the mouse button.

;----

HOME

CREATE

RELATIONSHIP TOOlS
EXTERNAL DATA

X Cler Layout
Edrt

@1 Relationship Report

DATABASE TOOLS

fr j]
------ IP Direct Relationship;
Show nr. ... - ..............
g All Relationships

Last_Fif*tjic01_Permit5: Database- F:\Acce*s Chapter 1\lait_Firit_acc01_Permlts.aclb (Accesi 2007 - 201..

DESIGN

fi

Skills for Succew

Q
Cl

Relationships

All Access Obje... * ]

=g Relationship*

Stort*.

Ptmiits

Contractor!

Tables
3

Contractors

Permits

ContractorlD in
Permits table

j
StartDate
ProJcctTitle
location

ContractorlD

* Cont^vto.10
la s tfia ^
FtrjtNaW

Li
-

__ fiaft-L
|pointer
over ContractorlD
in Contractors table

EEESi

Continue to the next page to complete the skill


Figure 2

440

Microsoft Access Chapter 1 | Create Database Tables

SKILL 5: Relate Tables


ro m

RELATIONSHIPTOOlS
HOME

EXTERNAL DATA

CREATE

DATABASE TOOLS

E
S HHide
id Table

X Clear Layout
EE) Relationship Report

jp3 Direct Relationship!


Show
Table DRelationships

Q
Close

Skills for Success *

Edit Relationships
dialog box

__________ Relationships

Tooli___

All Access Obje...


Starch.
Tables
m

Contractors

Permits

Edit Relationships

P
ft

T S S iili.
StartDate
ProjectTltle
Location
Fee
ContractorlD

TaWe/Query:

Related Table/Query:

Create

Contractors
ContractorlD

Cancel

v ; ContractorlD

Tables are typically joined in a one-tomany relationshipa relationship in


which a record in the first table can have
many associated records in the second
table.

JoinType..
0 Enforce Referential
SlCaacad* update Re .ted p*Ms

0 Cascade Delete Related Record*


RelabonshipType:

5. In the Edit Relationships dialog box,


select the Enforce Referential Integrity
check box. Select the Cascade Update
Related Fields and Cascade Delete
Related Records check boxes, and then
compare your screen with Figure 3.

Referential
integrity options
One-to-many
relationship indicated

Referential integrity is a rule that keeps


related values synchronized. For example,
the foreign key value must be present in the
related table. This option must be selected
to create a one-to-many relationship.

Common fields

With a cascading update, if you edit the


primary key values in a table, all the related
records in the other table will update
accordingly.
Figure 3

With a cascading delete, you can delete a


record on the one side of the relationship,
and all the related records on the many side
will also be deleted.

6. Click Create, and then compare your


screen with Figure 4.
7. Click Save [H|. On the Design tab, in
the Tools group, click the Relationship
Report button to create a report showing
the database relationships.
8 . If your instructor asks you to print your
work for this chapter, print the report.
9. Click Save [B], and then click OK. Close
[ x ] the report, and then Close [ x ] the
Relationships tab.
You hove completed Skill 5 of 10

Figure 4

Create Database Tables ] Microsoft Access Chapter 1

441

SKILL 6: Enter Data in Related Tables

| | ^ d " 6

When you enter data in related tables,


referential integrity rules are applied. For
example, a foreign key value must have a
matching value in the related table.

Lait_Firrt_accOt_Petmlts. Database- F\Access Chapter IUajt_Flnt_ace01_Permits.accdb (Access 2007 - 20...

TABIC TOOlS
EXTERNAL DATA

DATABASE TOOLS

1 Ascending
Filtai

FIELDS

V Selection*

i i Descending

Advanced

IS Remove Sort ^

Toggk l-iltei

Skills for Success

TABLE
Replace

X Totals
ll J iflSavt
* Spelling
Refresh .
_
K D d t k * CD Mote-

- * GoTo.
Select'

Find

libri (Detail!

/ UA r

Text Formatting

A subdatasheet displays related records


from another table by matching the values
in the field that relates the two tables.
For example, all the permits issued to
each contractor can be listed by matching
the ContractorlD value assigned to that
permit.

Contractor II -

Company Name

First Nam e -

g Front Poarch Construction Ken


2 Mikrot Construction
Kim
3 Sobata Contractors
Jeri
Permit Number -

StartDate -

Project Title -

5 Degasparre Remodelers

Phone

Email

- Last Name Click to Add

(805) 555-7721 poarch.ken@poarchcontractors.com


(805) 555-6795 kmlkrot<m(krot.com
(805) 555-4789 jerigJsobatacon.com
(805) 555-8506 mee.jestis@jestisandsons.com
Location * Fee - Click to Add
$0.00

Artur

Poarch
Mikrot
Sobata
Jestis_____________________

(805) 555-0770 artur@degasparre.com

(New)

1. In the Navigation Pane, double-click


Contractors to open its datasheet.
2. Locate the record for Mee Jestis (Jestis,
Mee), click the Expand button [a], and
then compare your screen with Figure 1.
When a table is on the one side of a
relationship, a subdatasheet is available.
Here, no permits have been issued to this
contractor yet.
3. In the subdatasheet append row, under

Permit Number, type B1018504RFSW


4. In the same record, under Start Date,

click the cell, and then click the Date


Picker button [] that displays. In the
Date Picker, click the Today button.
Fields that have been assigned the Date/
Time data type display a Date Picker when
they are selected.

gl

*> -

HOME

TABLE TOOlS

'
CREATE

EXTERNAL DATA

DATABASE TOOLS

Ascending
r ]|j

-P Foimat Parntw

X i Defending

Tables
ID

Contractors

3]

Permits
Ralationihipi tor last.Ftrtt.a

V i Selection

-N e w

^Advanced-

S av*

Contractor II -

Spelling

First Name

A *

fk. Replace

HsZEls

- * GoTo*

Find

Select-

Email

Last Name * Click to Add

1 Front Poarch Construction Ken

(805) 555-7721 poarch.ken@poarchcontractors.com Poarch


(805) 555-6795 kmikrot@mlkrot.com
(805) 555-4789 jerl@sobatacon.com

A
Permit Number StartDate
, -9 B1018504RFSW

Kim
Jeri

M ee
______ (805) 555-8506 mee.jestls@Jestlsandsons.com
Project Title * Location
Fee Click to Add

7/22/2014 REMODEL CHITT 608 W (

Figure 2

Phone

2 Mikrot Construction
3 Sobata Contractors

it 217.71 ,

-srar

(805) 555-0770

New record added


in subdatasheet

Continue to the next page to complete the skill ]>

Microsoft Access Chapter 1 | Create Database Tables

2 Totals

T*l Formatting
CompanyName

Search

Skills lor Success

^ Remove Sort ^ Toggle Filter

5 Degasparre Remoda
(New)

Title of REMODEL CHITTESTER


RESIDENCE a Location of 6088 W
Devon Way and a Fee of $217.71
Compare your screen with Figure 2.

Last_First_acc01_Permlts: Database- F:\Access Chapter l\Last_Rrat_acc01.Permiti.accdb (Access 2007 - 20-

TABLE

Sort & Filter

All Access Obje... e |

5. In the same record, enter a Project

442

FIELDS

artur@degasparre.com

Mikrot
Sobata
Jestis_____________________

SKILL 6: Enter Data in Related Tables


| B

te iflB

*3 *

C*

HOME

TABLETOOlS

CREATE

EXTERNAL DATA

t*' t h t Copy
> Forma! Painter

Filler

DATABASE TOOLS

zi Ascending

i l Descending

3 Advanced

FIELDS

TABLE

Selection

Skills for Success n


Z Totals

S Save

Remove Sort y Toggle Filter

Refresh
^11- A Delete *

A Jl

Spelling

? * Replace
* Go To *

Find

All Access Obje... ! H

Contractors

Permit!

Reports

Permit Number

.9 81018504RFSW

S *

StartDate

------------------

Project Title

Location

Tent Formatting
-

7/20/2014 REMODEL CHITTESTER RESIDENCE 608 W Devon Way

Fee

ContractorlD * Click to Add

$217.71

$0.00

1U 1 1 ^ --------------

Wrong
ContractorlD
entered

6. Close [x ] the table. In the Navigation


Pane, under Tables, double-click Permits
to open its datasheet.
7. Adjust the column widths to Best Fit to

display all the data you entered in the


subdatasheet previously.

U1 Relatlomhips for l a i t . P i r |

Microsoft Access
t ill

fou cannot add or change a record because a related record it required in table Contractors',

OK

Help

Message confirms
referential integrity
is enforced

In this manner, records in a one-tomany relationship can be entered using


a subdatasheet. Here, a new building
permit record has been created, and the
Contractor has been assigned. Because it is
an AutoNumber, your ContractorlD value
may be different.
8. In the first record, change the Contractor

ID to 11111 Click in the append row, and


then compare your screen with Figure 3.

Figure 3

It is a good idea to test referential integrity.


Here, referential integrity is working
correctly. You are not allowed to enter a
Contractor ID that does not exist in the
related Contractors table.
9. Read the message, click O K , and then

press |Esc |to cancel the change and return


to the correct Contractor ID.
10. In the table, repeat the techniques just
practiced to add the three records shown
in Figure 4. For all records, use the same
Contractor ID used in the first record.

Start Date

Project Title

Location

Fee

B1018504RFSW

Your date

REMODEL
CHITTESTER
RESIDENCE

6088 W Devon Way

277.77

B1052521RFSW

7/21/2014

ROOF ABADIE
RESIDENCE

5943 S Balivi Ln

208.65

1 Permit Number

11. If necessary, adjust the column widths to


fit the contents. Save 3], and then Close
[x] the table.
You have completed Skill 6 of 10

B1090716ELEC

7/29/2014

REMODEL
CUBIT
RESIDENCE

3674 W Teabrook Av

74.50

B1071316PLMB

8/19/2014

REMODEL
LAA
RESIDENCE

5901 S Famyville Ln

58.00

Figure 4

Create Database Tables | Microsoft Access Chapter 1

443

SKILL 7: Import Data into Tables

I I Ceo~7
*>- c*

When Excel tables are arranged as a


datasheet, the data can be imported into
Access tables.

Field names entered


into header row

f"u
S1
*11..

REVIEW

2. On the File tab, click Save As, and then


click Browse. In the Save As dialog box,
navigate to your chapter folder. Name
the file Last_First_acc01_PermitsData
and then click Save.
3. Click cell Al, type PermitID and then
press [Tab |. Continue in this manner to
enter the column labels in this order:
StartDate | ProjectTitle | Location | Fee
Compare your screen with Figure 1.
When you import data from Excel, it is
best practice to insert the table's field
names in the spreadsheet's header row.
In this project, you will not import any
ContractorlD data.

?* Wrap Tea

7 |B5642456RFSW

7/6/2014 ROOF SKALSKI RESIDENCE

8 !B6874880RF5W
9 B7489596RFSW

7/6/2014 WINDOWS COMMEN RESIDENCE


7/6/2014 REROOF IMES RESIDENCE

$ %

D
Location
4276 W Taft St
1788 W Corriente Ln

1 | PermitID
StartDate ProjectTitle
2 B1999027RFSW 7/1/2014 WINDOWS FARISS RESIDENCE
3 B2087192RFSW 7/1/2014 ROOF BRAUCHT RESIDENCE
4 B2866810RFSW 7/1/2014 WINDOWS STURGUL RESIDENCE
5 B3151442RFSW 7/1/2014 REMODEL ALLGIRE RESIDENCE
6 B6202921RFSW 7/1/2014 REMODEL GRAMBY RESIDENCE

8863 N H w y25
519 S Varano Av
6243 E Rock Point Av
6788 W Hawk Creek Ct
5253 E Karen Dr
6967 W Green St
8485 S Morris Hill PI

10 B9272132RFSW

7/6/2014 REMODEL BERKELEY RESIDENCE


11 B6618869RFSW 7/10/2014 REMODEL GUINTHER RESIDENCE

5507 E W hite Bam Rd

12 B9233710RFSW 7/10/2014
13 I82299344RFSW 7/12/2014
14 B4260968RFSW 7/12/2014
15 B44S4591RFSW 7/12/2014

1680 E Divide Pass Dr


9915 N Guinness Ct
9914 w Banstead Av
8994 N Chalet Ln

16
17
18
19
20

B9680971RFSW
B6755527RFSW
B8933210RFSW
B3071669RFSW
B5866808RFSW

7/12/2014
7/17/2014
7/17/2014
7/19/2014

7/20/2014
21 B4553292RFSW 7/21/2014
22 B8296383RFSW 7/21/2014
23 B1684124ELEC 7/24/2014
24 B2464643RFSW 7/24/2014
25 B3680115ELEC

WINDOWS GAGNE RESIDENCE


ROOF SCHOMMER RESIDENCE
ROOF SANKOVICH RESIDENCE
REMODEL ROCCIO RESIDENCE
REMODEL CARPENTIER RESIDENCE
REMODEL BENZEE RESIDENCE
ROOF REPAIR OETKEN RESIDENCE
WINDOWS SHERBON RESIDENCE

REMODEL REDER RESIDENCE


REMODEL HARTNETT RESIDENCE
ROOF ULLOM RESIDENCE

7/24/2014 REMODEL AHRENDES RESIDENCE

Permits Sample Data

&

5 1 AutoSum A

&

an

Conditional Format as
Formatting * Table - Styles

Insert Delete Format


Clear

ft

A4,

Sort b Find fli


Filler1 Select Editing

i
*
k
1
279.68
266.36
245.62
197.93
155.17
246.26
262.01
264.41
276.99
245.62
245.92
176.03
258.68

6137 N Rhodamlne Av
9387 S Lancer Way
6985 N Fleetwood Ln
0640 S Plumbeous Ct
7841W Mercado Way
0042 E Arch Rock St

196.69
269.05
205.13
164.86
247.22
161.45
273.88
244.37

8147 S 5Th St
4731 E Tori Way
3858 S Glenn Brook PI

49.32
163.25
51.79

7263 W Broadway Ct

REMODEL FELDMAN RESIDENCE


WINDOWS SHIIGI RESIDENCE

Skills for Succ: - n

VII

i Merge a Ceritet

1. Start Excel 2013, and then on the Excel


start page, click Open Other Workbooks.
On the Open page, click Computer, and
then click Browse. In the Open dialog
box, navigate to the student files for this
chapter, and then open the Excel file
acc01_PermitsData.

L5t_Firit_ace01_PemiitsD(ita - Excel

HOME

cm

Figure 1

EXTERNAL DATA

Saved Linked Table

Excel button in
Import & Link group

4. Click Save [H], and then Close [x) Excel.

SkiUs for Success -

DATABASE TOOLS

Get External
Data - Excel
Spreadsheet
dialog box

t fij Word Merge

KB
nd destination of th data

Specify the source of the definition of the object*.

5. In Access, click the External Data tab,


and then in the Import & Link group,
click Excel.

33

Contra

Permit:

Report*

Path to
Excel file

* n*m,;

P:\Access Chapter 1'iart_Flrjt_acc01.PermltsData.idsx

Relationships tor lait.Flrjt.a...


Specify how md where you want to store the data in the current database.

6. In the Get External Data - Excel


Spreadsheet dialog box, click the Browse
button. In the File Open dialog box,
navigate to your Access Chapter 1 folder,
select Last_First_acc01_PermitsData, and
then click Open.

Import the source data Into a now table In the current database.

Append a copy of the records to the tablet

a-

IW to the data source by creating a linked ta

Permits table
selected

7. Click the Append a copy of the records


to the table option button, click the
arrow, and then select the Permits table
as shown in Figure 2.
33&3I

Continue to the next page to complete the skill


444

>

Microsoft Access Chapter 1 | Create Database Tables

Figure 2

SKILL 7: Im port Data into Tables


Skills for Success * ^

m m

Saved linked Table Excel Access


Imports Manage*

Because a workbook can contain multiple


worksheets, you are asked to select the
worksheet that contains the data you wish
to import.

__________________ Import & Unit

All Access Obje... *


\SnKh~

P |

Tables
!~3 Contractors
3 Permits

9. In the first screen of the Import

Reports
L3

Relationships for Ult.Rrst.*-.


-

5
6
7
S
9
10
11
12
:5
14

P e rm itID
1999027RF5W
2087192RF5W
2ee68ioRrsw
3151442RFSW
6202921RFSW
5642456RFSW
6874e80RFSW
7489596RFSW
9272132RFSW
6618869RFSW
9233710RF5W
2299344P.F5N
4260968RFSN
4484591RFSW

7 /1 /2 0 1 4
7 /1 /2 0 1 4
7 /1 /2 0 1 4
7 /1 /2 0 1 4
7 /1 /2 0 1 4
7 /6 /2 0 1 4
7 /6 /2 0 1 4
7 /6 /2 0 1 4
7 /6 /2 0 1 4
7/1 0 /2 0 1 4
7 /1 0 /2 0 1 4
7 /1 2 /2 0 1 4
7 /1 2 /2 0 1 4
7 /1 2 /2 0 1 4

WINDOWS FARISS RESIDENCE


IOOF 3RAUCHT RESIDENCE
WINDOWS STURGOL RESIDENCE
REMODEL ALLGIRE RESIDENCE
REMODEL 5RAMBY RESIDENCE
tCCF SKALSKI RESIDENCE
WINDOWS COMMEN RESIDENCE
IEROOF IME3 RESIDENCE
REMODEL BERKELEY RESIDENCE
tEMODEL 3UINTHER RESIDENCE
WINDOWS 3ASNE RESIDENCE
ROOF SCHOMMER RESIDENCE
iCOF SANKOVICH RESIDENCE
REMODEL ROCCIO RESIDENCE

42-76
17S3
8863
519
6243
6-8 9
5283
696
8485
=50-7
ie eo
9915
9914
B994

W T a r t St
w C e m e n t * La
N Hwy 25
vacano Av
E Rook P o in t Av
W Hawk C ree k C t
E K aren Dr
W Greer. S t
s M e m * K i l l PI
E W hite Barr. Rd
E D iv id e Pass Dr
N Guinness C t
W 3a r.s te ad Av
N C h a le t Ln

2-79.68
z e e .36
245.62
197.93
[155.17
146 .2 6
262.01
2 6 4 .4 1
27 6 .9 9
24 5.62
24 5.92
17 6 .0 3
2 5 8 .6 *
*9 6 .6 9

Sample of data
to be imported

TABIE TOOLS
CREATE

EXTERNAL DATA

OATABASE TOOLS

ziAscending
Filter

T: Selection*

i i Descending

Advanced -

Remove Sort T Toggle Filter

_________

FIELDS

in

La$t_Firjt_aec01_Permrts: Database- F:\Access Chapter 1\Las_Flrst_acc01_Permits.accdb (Access 2007 - 20...

TABLf

Skills for Success * n


21 Totals

agSave

ijf t

2 Spelling

Refresh
411. X Delete 0 M o r e *

?cReP'*ce
Go T oFind .
Select

Records

Sort & Filter

B1018504RFSW
B1052521RFSW
B1071316PLM8
B1090716ELEC
B1130082PLMB
B1264201BLDR
B1684124ELEC
B1871535ELEC
B1999027RFSW
B2087192RFSW
B2171217FENC
B2299344RFSW
B2428667PLM8
B2464643RPSW
B2W9429FENC
B2866810RFSW
B3071669RFSW
B3151442RFSW

StartDate *

Tent Formatting

Project Title

Location

$217.71

5943 S Ballvi Ln
5901S Farnyvllle Ln

$208.65

7/29/2014 REMODEL CUBIT RESIDENCE


3674 w Teabrook Av
8/23/2014 SPRINKLER SYSTEM UIMARI RESIDENCE 1754 W Eugene St

$74.50
$186.00
$265.93

8/19/2014 REMODEL IAA RESIDENCE

9/8/2014 NEW DECK FISCHETTI RESIDENCE


7/24/2014 REMODEL HARTNETT RESIDENCE

0416 S Rosemont Way


8147 S 5Th St

7/29/2014 REMODEL VILUNTE RESIDENCE


7/1/2014 WINDOWS FARISS RESIDENCE
7/1/2014 ROOF BRAUCHT RESIDENCE

419 S Hutchins Av
4276 W Taft St
1788 W Corriente Ln

8/6/2014 FENCE STARKMAN RESIDENCE


7/12/2014 ROOF SCHOMMER RESIDENCE
8/23/2014 REMODEL GOLLNICK RESIDENCE

985 E Bobby Av
9915 N Guinness Ct
7851 NJaguar Av
4731E Tort Way
1021S Striker Ln

7/24/2014 ROOF ULLOM RESIDENCE


8/17/2014 FENCE HAISLETT RESIDENCE
7/1/2014 WINDOWS STURGUL RESIDENCE
7/19/2014 WINDOWS SHERBON RESIDENCE

8863 N Hwy 25

B3417073PLMB

8/19/2014 REMODEL SUNDT RESIDENCE

6985 N Fleetwood In
519 S Varano Av
8066 N Plumcreek Av

B3605971BLDR
B3680115ELEC

8/30/2014 NEW DECK BRAUNWARTH RESIDENCE


7/24/2014 REMODEL AHRENDES RESIDENCE

2685 S Sweet Valley Way


3858 S Glenn Brook PI

7/1/2014 REMODEL ALLGIRE RESIDENCE

B3730684BLDR

9/2/2014 ADDTION KHAUFE RESIDENCE

B3849977ELEC

7/29/2014 ADDITION BRANDI RESIDENCE

83999039BLDR

B4072020PLMB

8/23/2014 REMODEL STEEGE RESIDENCE

B40788MFENC

8/6/2014 FENCE MATHAI RESIDENCE

B4141621FENC
I Record: W i iz Of T9

608 W Devon Way

7/20/2014 REMODEL CHITTESTER RESIDENCE


7/21/2014 ROOF ABADIE RESIDENCE

'

Fee

8252 E Poinsettia Ct
6031S Hinsdale Ct

9/2/2014 ADDITION DEMSHAR RESIDENCE

8/1/2014 FENCE JOBS RESIDENCE

___ X
-Swch

9829 W 3rd Av

$58.00

ContractorlD * Hckfi

Records entered
previously (your
Contractor ID may
be different)

$176.03
$58.00
$163.25
$49.50

$197.93
$58.00

12. Open the Permits table in Datasheet


view. Adjust the column widths to Best
Fit, and then compare your screen with
Figure 4.

$49.32
$76.51
$279.68
$266.36
$49.50

$245.62
S247.22

10. Click Next to display the last screen in


the Import Spreadsheet Wizard. Verify
that the Import to Table box displays the
text Permits, and that the I would like
a wizard... check box is cleared. Click
Finish to complete the import.
11. In the Save Import Steps screen, verify
that the Save import steps check box is
cleared, and then click Close.

!Calibri (Dtai0

I 3 1 Permits \
Permit Number

Spreadsheet Wizard, verify that the


Permits Sample Data worksheet is
selected, and then click Next. Compare
your screen with Figure 3.
In the wizard, it is recommended that
you view the sample data and verify that
it matches the field names in the header
row. Here, the header that you inserted
previously matches the field names in the
Access table.

Figure 3

HOME

8 . In the dialog box, click OK to open the


Import Spreadsheet Wizard dialog box.

Records added to
table (no Contractor ID
assigned)

The records are added to the table and then


sorted by the primary keyPermit Number.
The Contractor ID is blank because these
permits were issued to homeowners who
are completing the work themselves.

13. Click Save 3], and then leave the table


open for the next skill.

$318.17
$51.79
$282.26
$53.79
$252-90

4261 N Interlachen w ay

$58.00

1448 S Lighthouse PI
4069 S Shaffer Meadow Ln

$49.50

You have completed Skill 7 of 10

$49.50 J

______

q 2QBH9IIIEb

Figure 4
Create Database Tables | Microsoft Access Chapter 1

445

SKILL 8: Filter and Sort Datasheets


Datasheets can be sorted and filtered to
make the information more meaningful
and useful.

| | ^ o 8
~
HOME

UBLt TOOlS
EXTERNAL DATA

CREATE

fc/ I d SfeCopy
*"
'I f Format Painter

Ascending

S i Descending
Filter .
Remove Sort T Toggle F

By default, tables are sorted by their


primary key field. Here, the Start Date
column arrow changes to a sort arrow to
indicate that the records have been sorted
in ascending order by date.

Tables
3

Contractor?

[3

Permits

Reports
\U

Ralationihlpi for Ust.First.*

In this manner, the Filter menu can be


used to select records with the values you
choose.

B5642456RFSW
B6874880RFSW
B6618869RFSW
B9233710RFSW
B4484591RFSW
B9680971RFSW

Records sorted
by Start Date

B2299344RFSW
B4260968RFSW
86755527RFSW

B5666375ELEC
B8756215ELEC
B3680115ELEC
B2464643RFSW
Record W
1 of 79

Fee $155.17

7/6/2014 REROOF IMES RESIDENCE


7/6/2014 ROOF SKALSKI RESIDENCE

6967 W Green St
6788 w Hawk Creek Ct

7/6/2014 WINDOWS COMMEN RESIDENCE

5253 E Karen Dr
5507 E W hite Bam Rd

7/10/2014 WINDOWS GAGNE RESIDENCE

1680 E Divide Pass Dr


8994 N Chalet Ln

- j

*K aa

ContractorlD

$245.62
S197.93
$276.99
$264.41
S246.26
$262.01
$245.62
$245.92
S196.69
$269.05

7263 W Broadway Ct
9915 N Guinness Ct
9914 w Banstead Av
6137 N Rhodamine Av
9387 S Lancer w ay
6985 N Fleetwood Ln
608 W Devon Way

REMODEL CHITTESTER RESIDENCE


REMODEL FELDMAN RESIDENCE
ROOF ABADIE RESIDENCE
WINDOWS SHIIGI RESIDENCE

g g

m m m

$279.68
$266.36

7/10/2014 REMODEL GUINTHER RESIDENCE

0640 S Plumbeous Ct
5943 S Ballvl Ln
7841 w Mercado Way

7/21/2014 REMODEL REDER RESIDENCE


7/24/2014 ADDITION JAPP RESIDENCE

0042 E Arch Rock St


8493 N Bannock St

7/24/2014 REMODEL MALASKY RESIDENCE


7/24/2014 REMODaAHRENDES RESIDENCE
7/24/2014 ROOF ULLOM RESIDENCE

_______ Starch_____________________

4863 S Biltmore Av
3858 S Glenn Brook PI

TABLE TOOlS
EXTERNAL DATA

HOME

DATABASE TOOLS

Ascending

ta'

47 31E Tori Way

$176.03
S258.68
$205.13
$164.86
$247.22
S217.71
$161.45
$208.65
$273.88
$244.37
$44.20
$54.23
$51.79
$163.23

______

v Foimat Painter

Filter

Y. Selection *

i l Descending

3 Advanced -

i f Remove Sort

T Toggle Fitter

IS )
A|| .

Last_First_ecc01_Pennrts: Database- F:\Access Chapter 1\Ust_Firjt_acc01_Permits.eccdb (Access 2007 20...

N r-

Z T o u ls
7 Spelling

X Delete 1=3 Mote *

A*

fc Replete

Calibri (Detail

Find

- * Go To*
.
to Select

Recoids

All Access Obje... H3 ~ * * 1


Starch.
Tables
Contractors
3

ft

Prilts

Reports
Ul

Relatiomhipj lor lJt_Firtt_...

Permit Number

B6202921RFSW
B1999027RFSW
B2087192RFSW
B2866810RFSW
B3151442RFSW
B9272132RFSW
B7489596RFSW
B5642456RFSW

B9233710RFSW
B4484591RFSW
B9680971RFSW
B2299344RFSW
B4260968RFSW
66755527RFSW
B8933210RFSW
B3071669RFSW
B1018504RFSW
B5866808RFSW
B1052521RFSW
B4553292RFSW
B8296383RFSW
B5666375ELEC
B8756215ELEC
B3680115ELEC
B2464643RFSW
Record: *
1 of 79

Continue to the next page to complete the ski


Figure 2

Skills for Succeti R

TABLE

Fee column
arrow

}r

fife Copy

FIELDS

Paste

B6618869RFSW

Microsoft Access Chapter 1 | Create Database Tables

Figure 1

B6874880RFSW

446

Location

7/1/2014 WINDOWS STURGUL RESIDENCE


7/1/2014 REMODEL ALLGIRE RESIDENCE
7/6/2014 REMODEL BERKELEY RESIDENCE

7/20/2014
7/20/2014
7/21/2014
7/21/2014

Tent Formatting

6243 E Rock Point Av


4276 W Tatt St
1788 W Corriente Ln
8863 N Hwy 25
519 S Varano Av
S485S Morris Hill PI

7/17/2014 REMODEL BENZEE RESIDENCE


7/17/2014 ROOF REPAIR OETKEN RESIDENCE
7/19/2014 WINDOWS SHERBON RESIDENCE

B4553292RFSW
B8296383RFSW

A' * &

Find

REMODEL ROCCIO RESIDENCE


REMODEL CARPENTIER RESIDENCE
ROOF SCHOMMER RESIDENCE
ROOF SANKOVICH RESIDENCE

te e

<DIUII,
R

If

5. Click the Fee arrow, point to Number


Filters, and then click Less Than. In the
Custom Filter dialog box, type 75 and
then click OK to display 31 records.

K ik p t a . | ^
- * Go To
,
to Select *

Rod

Start Date
ProjectTitle
GMODELGRAMBY RESIDENCE
PBEB
7/1/2014 WINDOWS FARISS RESIDENCE
7/1/2014 ROOF BRAUCHT RESIDENCE

7/12/2014
7/12/2014
7/12/2014
7/12/2014

B8933210RFSW
B3071669RFSW
B1018504RFSW
85866808RFSW
B1052521RFSW

4. Click the Fee arrow, and then click Clear

filter from Fee.

Permit Number B6202921RFSW


B1999027RFSW
B2087192RFSW
B2866810RFSW
B3151442RFSW
89272132RFSW
B7489596RFSW

2. In the Fee column, click the Fee arrow.


In the Filter menu that displays, clear the
(Select All) check box, and then select
the $58.00 check box.
3. Compare your screen with Figure 2, and
then click OK to view the eight records
that result.

| |

Recoids

Storcn-

Skills for Success *

Z r *
Spelling
wn . ,
_
. X Delete * 0 3 More *

Clipboard

1. With the Permits table open in Datasheet


view click anywhere in the Start Date
column. On the Home tab, in the Sort &
Filter group, click the Ascending button.
Compare your screen with Figure 1.

Lst_Fir*t_ccOI.Permits. Database- F-.VAccess Chapter 1\L!t.FiW.*cc01.Prmlts.ccdb (Access 2007 - 20...

TABLE

DATA^SEJfltiLS.

Find
X

Project Title
7/1/2014 REMODEL GRAMBY RESIDENCE
7/1/2014 WINDOWS FARISS RESIDENCE
7/1/2014 ROOF BRAUCHT RESIDENCE
7/1/2014 WINDOWS STURGUL RESIDENCE
7/1/2014 REMODEL ALLGIRE RESIDENCE
7/6/2014 REMODEL BERKELEY RESIDENCE
7/6/2014 REROOF IMES RESIDENCE
7/6/2014 ROOF SKALSKI RESIDENCE

Location

ContractorlD Click to Add

6243 E ROCk Point Av


4276 W Taft St
1788 W Corriente Ln

J i Sort Smallest to Largest

8863 N

3U Sflit Lergest to Smallest

Number itters

7/6/2014 WINDOWS COMMEN RESIDENCE


7/10/2014 REMOOEL GUINTHER RESIDENCE
7/10/2014 WINDOWS GAGNE RESIDENCE
7/12/2014 REMOOEL ROCCIO RESIDENCE
7/12/2014 REMODEL CARPENTIER RESIDENCE
7/12/2014 ROOF SCHOMMER RESIDENCE
7/12/2014 ROOF SANKOVICH RESIDENCE
7/17/2014 REMODEL BENZEE RESIDENCE
7/17/2014 ROOF REPAIR OETKEN RESIDENCE
7/19/2014 WINDOWS SHERBON RESIDENCE
7/20/2014 REMODEL CHITTESTER RESIDENCE
7/20/2014 REMODEL FELDMAN RESI0ENCE
7/21/2014 ROOF ABADIE RESIDENCE
7/21/2014 WINDOWS SHIIGI RESIDENCE
7/21/2014 REMODEL REDER RESIDENCE
7/24/2014 ADDITION JAPP RESIDENCE
7/24/2014 REMOOEL MALASKY RESIDENCE
7/24/2014 REMODEL AHRENDES RESIDENCE
7/24/2014 ROOP ULLOM RESIDENCE
He* liftw th
I _______________

6137 N Rhodami'ne'Sv"
9387 s Lancer Way

$164.86

6985 N Fleetwood Ln
608 w Devon Way

$247.22
$217.71

0640 S Plumbeous Ct
5943 S Ballvl Ln
7841 w Mercado w ay
0042 E Arch Rock St

$208.65
$273.88

8493 N Bannock St
4863SBHtmoreAv
3858 S Glenn Brook PI
47 31E Tori way

$161.45

$244.37
$44.20
$54.23
$51.79
$163.25

SKILL 8: Filter and Sort Datasheets


fg n r

TABIE TOOlS
EXTERNAL DATA

tx'

g k

Ascending

* a .

pJi ^-i* Forma*


Cow Painter

wm,
.

DATABASE TOOLS

Views________Clipboard_______r

Fitter

All Access Obje... 4

Contractors

Permits

13

ft

Totals

Spelling

|4

fW Replace

Find

- * GoTo*
.
Cs Select-

More *

Find

REMooaAHRENi Custom Filter


7/24/2014 additionjapp R
i dialoq box
7/24/2014 REMOOEL M A L A Sll_____
3
7/29/2014 ADDITION BRANDL RESIDENCE
7/29/2014 REMODEL CUBIT RESIDENCE
8/1/2014 FENCE JOBS RESIDENCE
8/1/2014
8/1/2014

B1090716ELEC
B4141621FENC
B4160261FENC
B4824848ELEC
B9568069ELEC

8/1/2014
8/6/2014

B7632074FENC

B8457778FENC
B5787764FENC

B5119759FENC
B9044699FENC
B9460314FENC
B2669429FENC
B1071316PLMB
B3417073PLMB
B7227061PLMB
B2428667PLMB

3674 W Teabrook Av
4069 S Shaffer Meadow Ln
f j p i r "

Fee

iJ -

ContractorlD CSck to Add

$53.79
$74.50

7. Compare your screen with Figure 3, and

then click OK to display eight records.


In this manner you can display records
whose values contain the text or numbers
you specify. Here, only the permits with
permit numbers ending with ELEC and
with fees less than $75 display.

$49.50
S49.50

B Custom
Custo text filter
(contains ELEC)

549.50
$49.50

FENCE TUR RESIDENCE


8/15/2014 FENCE KRUMHOL2 RESIDENCE
8/17/2014 FENCE ESCHE RESIDENCE
8/17/2014 FENCE HAISLETT RESIDENCE

5674 W Split Wood


3102 W Cuboid Av

549.50
$49-50

8595 N Provident Ct
3234 N Entertainment Av
1021S Striker Ln

$49.50
$49.50
549.50

8/19/2014 REMODEL LAA RESIOENCE


8/19/2014 REMOOEL SUNDT RESIOENCE
8/19/2014 REMOOELOATSON RESIDENCE
8/23/2014 REMODEL GOILNICK RESIDENCE

5901S Famyville Ln
S066 N Plumcreek Av
0774 S Sumpter Way
7851N Jaguar Av

$58.00
$58.00

Search

$49.50
8 .

$49.50
$49.50

Permits and notice that the 79 records are


sorted by Start Date, but the filters are
not applied.

$58.00
$58.00

10. On the Home tab, in the Sort & Filter

__________

HOME

TAKE TOOlS
CREATE

EXTERNAL DATA

DATABASE TOOLS

Ascending
EfeCopy

51 Descending

V Formal Painter

^Advanced*

1 sfiSwt

Remove Sort T Toggle Filter

Starth.
Tables

f-

ft

S3 Contractors
H3 Permits
Reports

SB

ft

Relationship! for last_Firit.a...

1
I

Star: D.?:e *i

Last_First_acc01_Pemits: Database- FAAccess Chapter l\Last_First_acc01.Permits-accdb (Access 2007 - 20

TABLE
New

Clipboard_______<___________ Sort & Finer


Permit Number ^

FIELDS

'Selection*

X nUl

ProjectTltl*

io To*

4883 S Biltmore Av

B5666375ELEC

7/24/2014 REMOD&AHRENDES RESIOENCE

8493 N Bannock St
3858 S Glenn Brook PI

7/24/2014 REMODEL HARTNETT RESIDENCE

8147 S 5Th St

7/29/2014 ADDITION BRANDL RESIDENCE


7/29/2014 REMOOEL CUBIT RESIDENCE
8/1/2014 ADDITION TRIEU RESIDENCE

6031S Hinsdale Ct
3674 W Teabrook Av

I Record: M

8/1/2014 REMOOaMIYAGAWA RESIOENCE

-n s gg
te*t Formatting

Location

B360O115ELEC
B1684124ELEC

j
B9568069ELEC
1 B4824848ELEC
*

elect -

7/24/2014 REMODEL MALASKY RESIDENCE


7/24/2014 ADDITION JAPP RESIOENCE

B3849977ELEC
B1090716ELEC

SkiHs for Success - ^

Toggle Filter
button active

8668 E Hopklrk Av
515 E Birch

Click Save [B], and then Close [x] the


table.

9. In the Navigation Pane, double-click

Figure 3

the Filter menu, point to Text Filters, and


then click Contains. In the Custom Filter
dialog box, type ELEC

S54.23

9750 E Cimarron Av
4509 E Plantation Dr

**

6 . Click the Permit Number arrow. From

$44.20

$49.50

FENCE SCHEARER RESIDENCE


FENCE JACOBSON RESIOENCE
FENCE POSTMA RESIDENCE

m na

$49.32
$51.79

IM lW lIJ M M U Ie PI
6189 N Crewe Av
3596 S Bethany Bay PI
2997 E Passenger Av

8/6/2014
8/13/2014
8/13/2014
8/15/2014

B4833867FENC
B5357156FENC

S5TfiSt
S Glenn Brook PI
N Bannock St

S Biltmore Av
6031S Hinsdale Ct

Permit Number contains ElEC +

8/6/2014
8/6/2014 FEN C ^w !^M A t5lU tN C ^^^^^
8/6/2014 FENCE COVILLE RESIDENCE
8/6/2014 FENCE FEHRS RESIDENCE
8/6/2014 FENCE RANDS RESIDENCE

B2171217FENC
B4078864FENC
B5013806FENC
B6603712FENC

j:E |=

Tet Formatting
Location

Project Title

7/24/2014 REMODEL HARTNI


7/24/2014

B3849977ELEC

Relationship! loi lait_First_a...

Records

Permit Number 3 Start Oate *t

B5666375ELEC
B8756215ELEC

Reports

Refresh
Ail. X Delete

Sort & Filter

B1684124ELEC
B3680115ELEC

Skills for Succes

TABLE

Y< Selection'

51 Descending TT] Advnced


.
i f Remove Sort T Toggle Filter

_________

FIELDS

group, click Toggle Filter to reapply the


filter. Compare your screen with Figure 4.
The sort order and filter that you create in
a datasheet are saved as part of the table's
design. When you open a table, it sorts in
the order you specified, but the filter is not
applied.
11 . Leave the table open for the next skill.

Fee '
$54.23
$44.20
$51.79
$49.32
$53.79
$74.50
$55.06
S64.67
SO.00

Eight filtered and


sorted records

You have completed Skill 8 of 10

l of 8
I .U.' H . I . M J l ,

Figure 4

Create Database Tables

Microsoft Access Chapter 1

447

SKILL 9: Format Datasheets

I
I

| A C C 1-9
I V ID E O

Datasheets can be formatted to make the


data easier to read.
1. If necessary, open the Permits table, and
then toggle the filter on.
2. On the Home tab, in the Text Formatting
group, click the Font Size arrow |u -1,
and then click 10.
3. In the Text Formatting group, click the
Font arrow. Scroll through the list of
fonts as needed, and then click Verdana.
Compare your screen with Figure 1.
When you change the font size or font, the
changes are applied to the entire datasheet.

4. Click the Select All button Q , and then


apply the Best Fit column width.
5. With all the cells still selected, on the
Home tab, in the Records group, click
More, and then click Row Height.
6. In the Row Height dialog box, replace
the existing Row Height value with 15
and then click OK.

Figure 1

7. Click anywhere in the Contractor


ID column. On the Home tab, in the
Records group, click More, and then
click Hide Fields. Compare your screen
with Figure 2.

Continue to the next page to complete the


Figure 2

448

Microsoft Access Chapter 1 | Create Database Tables

vi

SKILL 9: Format Datasheets


&

H H U I
'

itf*

View

Piste

CREATE

EXTERNAL DATA

X.Cut

Datasheet Formatting
dialog box

DATABASE TOOLS

?1 Ascending

Tr Selection

I0

.1

iS3 Contractors
ZD Permits
Reports

Skills for Success

i . Descending ^ Advanced *
--Fitter
zs Remove Sort y Toggle Filter

b8 Copy

Sort & Filter

18

8 . In the Text Formatting group, click

HOME

Relationships for last.First.a, .

the Datasheet Formatting Dialog Box


Launcher r i .

1=
*

Text Formatting

Datasheet Formatting

9. In the Datasheet Formatting dialog

Permit Number -Y S ta rt Date


B8756215ELEC
7/24 /20 1

Fee - r d ic k to Add ~
$54.23
$44.20

B5666375ELEC

7 /24 /20 1

B 368011SELEC

7/24 /20 1

B1684124ELEC

7 /24 /20 1

B3849977ELEC

7/29 /20 1

B1090716ELEC

7 /2 9 /2 0 1

$74.50

B9568069ELEC

8 / 1/2 0 1

$5 5.06

B4824848ELEC

8 /1/2 0 1

&LSL
$0.00

box, under Ceil Effect, select the Raised


option button.

$51.79
BadcgroundColor:

$4 9.32

Alternate Background Color: Gndkne Color:

10. Click the Background Color arrow. In


the gallery, click Automatic.

$5 3.79

Sample
formatting

Background and
Gridline colors

11

Direction
(ft) Left-fought

Click the Alternate Background Color


arrow. In the gallery, under Theme
Colors, click the sixth color in the second
row Orange, Accent 2, Lighter 80%.

12. Click the Gridline Color arrow. In the

gallery, under Theme Colors, click the


eighth color in the first row Gold,
Accent 4. Compare your screen with
Figure 3.
r Filtered

it

HOME

CREATE

EXTERNAL DATA

DATABASE TOOLS

$ 1 Ascending

iX; Cut
f t
Paste

View

In the Datasheet Formatting dialog box, a


sample of the selected formatting displays.

TABLETOOlS

Search

8 Copy

Filter

* Format Painter

^Advanced*
_
z * Remove Sort T Toggle Filter
Sort & Filter

All Access Obje... jT

Last.First.accOI.Permits; Database- F:\Access Chapter 1\Last_Fint_acc01_Permits.eccdb (Access 2007 - 20._

Z to m ,
.-J?Save

. X

Delete *

| |

Spelling

[^J More -

Records

Contractors
Permits

Permit Number -V S ta r tD a te -r
P ro je c tT itle
7 /2 4 /2 0 1 4 REMODEL MALASKY RESIDENCE
B8756215ELEC
7 /2 4 /2 0 1 4 ADDITION JAPP RESIDENCE

13

Select -

iv r t l M
b

:|b

Find

" ;|=
&

[r
W

Text Formatting

Relationships for li

Location
48 63 S Biltmore Av

Fee * Ckck to Add .


$54.23

84 93 N Bannock St

$4 4.20

3858 S Glenn Brook PI

$51.79

B1684124EUEC

7 /2 4 /2 0 1 4 REMODEL HARTNETT RESIDENCE

81 47 S 5Th S t

$4 9.32

B38499776LEC

7/2 9 /2 0 1 4 ADDITION BRANDL RESIDENCE

6031 S Hinsdale C t

$5 3.79

B1090716ELEC

7 /2 9 /2 0 1 4 REMODEL CUBIT RESIDENCE

3 6 74 W Teabrook Av

B9568069ELEC

8/1 /2 0 1 4 ADDITION TRIEU RESIDENCE

8668 E Hopkirk Av

$5 5.06

S4824848ELEC

8 /1 /2 0 1 4 REMODEL MIYAGAWA RESIDENCE

515 E Birch

$6 4.67

B3680115ELEC

&

Figure 4.

a<e m.
A '

1 4 .

r.
x

BS666375ELEC
3

& ***
GoTo-

2 3 Permits''..

Reports

Skillsfor Success -

TABLE

Y- Selection-

Descending

Clipboard

FIELDS

13. Click OK to apply the changes and to


close the dialog box. Click in the append
row, and then compare your screen with

7 /2 4 /2 0 1 4 REMODEL AHRENDES RESIDENCE

Save
the table design changes, and
leave the table open for the next skill.

You have completed Skill 9 of 10

$7 4.50

$ 0 .0 0

Figure 4

Create Database Tables | Microsoft Access Chapter 1

449

SKILL 10: Preview and Print Datasheets

I | Qeo10

Before printing, it is a good idea to preview


the printed page(s) and make adjustments
if necessary.

Last_Fint_acc01_Permits : Database- F:\Access Chapter 1\Lasl_First_acc0l_Perm<ts.accdb (Access 2007 - 20)3 file format) Acces
Skills for Success

-Print
Quick Print

1. With the Permits table open in Datasheet


view, click the File tab, and click Print.
Compare your screen with Figure 1.

Send the object directly to the default ptinter without making

Print
Select a printer, number of ci

The Quick Print command prints the


object directly. You cannot make any
adjustments to the object, choose a different
printer, or change the printer settings.

Print Preview
Preview and make changes to pages before printing.

The P rint command opens the Print dialog


box so that you can select a different printer
or different print options.
The Print Preview command opens
a preview of the table with Ribbon
commands that enable you to make
adjustments to the object you are printing.

2. On the Print page, click Print Preview. In


the Zoom group, click the Zoom arrow,
and then click Zoom 100%. Compare
your screen with Figure 2. If necessary,
scroll to the top of the page.
The last columnFeewill not print on
page one. At the bottom of the preview,
tools in the navigation bar are used to view
the other printed pages.

Figure 1

|B B ^

icc01_Permit5: Database- F:\Access Chapter 1\Last_Rrst_acc01.Permits.Bccdb (Access 2007 - 2013 file format) - Access

PRINT PREVIEW.

# 0 0
Landscape Columns Page
Setup
Page layout

Contractors

13

Permits

Zoom

One Two More


Page Pages Pages Zoom

Up IS

Refresh Excel
All

Text
PDF Email More
File or XPS
*
Data

E3

Close Print
Preview
Close Preview

Reports
fjJ

Relationships lor last.Flrst.

P erm it Number
B 8 7 5 6 2 15ELEC
B5666375ELEC

Figure 2

450

Microsoft Access Chapter 1 | Create Database Tables

S ta r tD a te
P ro jectT itle
7 / 2 4 /2 0 1 4 REMODEL MALASKY RESIDENCE
7 /2 4 /2 0 1 4 A D D ITIO N JAPP RESIDENCE

Location
48 6 3 S Biltmore Av
8 4 9 3 N Bannodc S t

B 3 6 8 0 1 1SELEC

7 / 2 4 /2 0 1 4 REMODEL AHRENDES RESIDENCE 38 58 S Glenn Brook PI

B1684124ELEC

7 /2 4 /2 0 1 4 REMODEL HARTNETT RESIDENCE 8 1 4 7 S 5Ttl S t


60 3 1 S Hinsdale C t

B 384 99 7 7 ELEC

7 /2 9 /2 0 1 4 A D D ITIO N BRANDL RESIDENCE

B1090716ELEC

7 /2 9 /2 0 1 4 REMODEL CUBIT RESIDENCE

B 9568069ELEC

8 /1 /2 0 1 4 A D D ITIO N TR1EU RESIDENCE

8 6 6 8 E Hopkirk Av

B4824848ELEC

8 /1 /2 0 1 4 REMODEL M IYAGAWA RESIDENC

515 E Birdi

Navigation
bar

Continue to the next page to complete the skill

Skills for Success

3 6 74 W Teabrook Av

SKILL 10: Preview and Print Datasheets


H

*5

C*

Ln_Flfrt_*<cOl_Permit: Database-F:\Aecess Chapter l\last_Flr*t_a<c01_Permlli.adb (Access 2007 - 2013 file format) -Access

ID 0

Print

Size Margins

3. In the Zoom group, click Two Pages, and


then compare your screen with Figure 3.

Skill* for Success *

PRINT PREVIEW

Ptin! Data Only

E& Q. 0 r o

jwttflil: Landscape Columns Page

Zoom

Ep]

One Two l|oi*_J*fresh


Pag Pngr- m
* Zoom

:_____________ Fagt Sin

Two Pages
button

v ^

!> **
More

4. In the Page Layout group, click

Close Print
Preview
Close Preview

Landscape.

All Access Obje...


Start*.

fi I

Tables

By default, tables print in Portraittaller


than wide. You can change the layout
to Landscapewider than tallto
accommodate a wider table with few
records.

ft i

S3 Contractor*
iZD Permit!
Reports
13

Fee column

ft i

o w ru t

on Page 2

ma
SIM
<M0 j

Relationships for last.Firit.a...

5. In the Zoom group, click One Page, and


then compare your screen with Figure 4.
The buttons on the navigation bar are
dimmed because the table now fits on one
page.
6 . If you are printing your work for this

project, click the Print button, note the


printer listed in the Print dialog box, and
then click OK.
ssa
Figure 3

I T

p m M

La*t_Fim_acc01.Permits: Database- F:\Access Chapter 1\L*st_Flrst_aee01_Permrts.accdb {Access 2007 - 2013 file format) - Access

WB ID 0
Print

Size Margins

Skill* for Success * P

PRINT PREVIEW

Q In
pnt D#u

Print ___________ Page Site

Portrait L

Landscape
button

More
|es Pages -

Refresh Excel

Text
PDF Email
Fil* orXPS
Data

More

Close Print

All Access Obje... <


Store*..
Tables

ft

OS Contractors
3

Permits

Reports
lial

ParmicNumtar

ft

Relationships for last.First.a...

t&3B0llSB3C
eiB4124&C
tl*96T^aC
e:oM7:MLac

ScartDac*
e^otaaTlde
uaaan
7-34.2014 PS^CCS. WLASKV dSlD9.<i 4063 S Skmom
7/aV20sa<CCrnQNi*peFSEB,CE
N eanno* St
7,'2*'2Ci4AB.lCCe. ~HPrC&P.E5EeNU8S9 S <3tnn firoak a
7. 3*2014 HSJCCa. HiflTNETT PSIDSVCE 8:47 S 5Th St
7 2 20S4COrTICf. BF>*JX F3!C*.CI <63: Smnasaua
7/ 2920:4 pa^coe ojarr psse&.<2
m?* w Tabmk v
ri'20V4<conioM i*jsn.aE
MMEKapUrk*,
9 V 2044 WWCCSLMt' -C-i-vA P.S EEC 313 E Brch

Fee
*54,23
*<*,20
SSX.79
**9 32
SS3.7*
*74.50
03.04
SS4.47

Report fits on one


page in Landscape
orientation

7. Close [X] the table.


A table's page layout settings cannot be
saved. The next time the table is open,
the default Portrait view will be applied.
Typically, when you want to print data
from a table, an Access report is created.
Report layout settings can be saved.

8 . If you are printing your work for this


project, use the technique just practiced
to print the Contractors table with the
portrait orientation.
9. With all tables closed, Close [x ] the
Access window. Submit your work as
directed by your instructor.
Because all the data and database objects
are saved as you work with them, you
do not need to click Save before quitting
Access.
DONE! You have completed Skill 10 of 10, and
your databases are complete!

na
Figure 4

Create Database Tables | Microsoft Access Chapter 1

451

More Skills
The following More Skills are located a t w w w .pea rso n h ig h e re d .co m /skills

More Skills [IV


CD C o m p a c t and Repair Databases
As tables, forms, queries, and reports are created and deleted,
the size of the database file can grow quite large. Access provides
a tool that rebuilds database files so that data and these objects
are stored more efficiently. Applying the Compact and Repair
tool decreases the size of a database file and improves database
performance.

More Skills 1 2

CD

In More Skills 12, you will import data from Excel into an
existing Access table. You will then import a different Excel
worksheet to create a new Access table.
To begin, open your web browser, navigate to
www.pearsonhighered.com/skills, locate the name of your
textbook, and follow the instructions on the website.

Work with the Attachm ent Data Type

In Access, tables can store files such as Microsoft Word files,


Excel files, or files created with a digital camera. Access provides
a method to attach specific files to specific records. The attached
files can then be opened and viewed in the application that
created them.

More Skills

To begin, open your web browser, navigate to


www.pearsonhighered.com/skills, locate the name of your
textbook, and follow the instructions on the website.

Work with the Long Text Data Type

You can build Access tables by importing tables from Excel. You
can also add data from Excel to an existing Access table. When
you import data from Excel, the worksheet needs to be organized
with records in rows and fields in columns.

More Skills ( D

In More Skills 11, you will view the file size of a database before
and after deleting several forms and reports. You will then
compact and repair the database and observe the resulting
change in file size.

In More Skills 13, you will create an Attachment field, attach


several files to two records, and then open one of the attached
files in another program.
To begin, open your web browser, navigate to
www.pearsonhighered.com/skills, locate the name of your
textbook, and follow the instructions on the website.

Work with the Hyperlink and Yes/No Data Types

A field can be used to store a hyperlink to a web page or file.


These fields use the Hyperlink data type. Another data type,
called Yes/No, can be assigned to a field that will have only two
possible values, such as Yes or No.
In More Skills 14, you will create a new field, assign it the
Hyperlink data type, and enter a web address into a record.

You will then create a Yes/No field and enter a Yes value into a
record.
To begin, open your web browser, navigate to
www.pearsonhighered.com/skills, locate the name of your
textbook, and follow the instructions on the website.

Please note th a t there are no additional projects to accom pany the More Skills Projects, and they are not covered
in the End-of-Chapter projects.
452

Microsoft Access Chapter 1 | Create Database Tables

Review
The following table summarizes the SKILLS AND PROCEDURES covered in this chapter.
Skills
Number

Task

Step

Create desktop databases

From the Access start screen, click Blank desktop database

Create fields

Click the Click to Add colum n, and select th e desired data typ e (Datasheet view)

Insert Quick Start fields

Fields ta b > Add & Delete gro up > M ore Fields

Set field properties

Click th e field and use Fields tab com m ands


Click the field and use Field Properties pane (Design view)

Set Best Fit colum n widths

Home ta b -> Records g ro u p > More > Field W idth

Create new records in Datasheet view

Click append row, and typ e record data

Define prim ary keys (Design view)

Design tab >Tools g ro up

Set data types (Design view)

Click Data Type arrow

Add tables to Relationships tab

Database Tools > Relationships -> Show Table

Create a one-to-m any relationship

Drag the field from th e table to the related field in th e o th e r table and select the
Enforce Referential In te g rity check box

Display subdatasheets

Click the Expand b u tto n

Im port Excel data

External Data > Im p o rt & Link - Excel

Sort datasheets

Home tab Sort & Filter gro up > Ascending (or Descending)

Filter datasheets

Click colum n Filter arrow

Disable or enable filters

Home tab - Sort & Filter gro up >Toggle Filter

Change datasheet fonts and fo n t sizes

Home tab -> Text Form atting group

Set datasheet row height

Home tab Records gro up

Hide datasheet fields

Home tab > Records gro up > More > Hide Fields

Apply alternate row shading

Home tab Datasheet Form atting Dialog Box Launcher

10

Preview a printed table

File tab > Print > Print Preview

10

Change orientation

Print Preview tab Page Layout group

2 ,4

Icon

Primary Key

El

>

More Row H eight

ri

Create Database Tables | Microsoft Access Chapter 1

453

Review

Key Terms
Append ro w ............................ 433
A utoNum ber.......................... 437
C aption.....................................434
Cascading delete....................441
Cascading u p d ate................. 441

Online Help Skills


1. Start Access 2013, and then in the upper right comer of the Access start page,
click the Help button [?].
2. In the Access Help window Search help box, type table relationships and then
press I Enter |.
3. In the search result list, click Guide to table relationships. Compare your
screen with Figure 1.

Currency data ty p e ............... 439


Data type...................................434

D atasheet................................ 433

Access Help -

Datasheet v ie w ......................433

Date/Time data ty p e .............438


Field .........................................433
Field size.................................. 435
Foreign k e y ............................ 439
Landscape................................ 451

* A*

In this article
^ Introduction

Print...........................................450
Print Preview ..........................450
Quick Print.............................. 450
Quick Start fie ld ................... 434
R ecord.......................................433
Referential integrity ...........441
Short Text data ty p e .............434

table relationships

> |

Guide to table relationships

One-to-many relationship . 441


Primary k e y ............................ 437

$>

Table Design view................. 438

454

Microsoft Access Chapter 1 | Create Database Tables

Types of table relationships

Why create table

relationships?

Understanding referential integrity


^ View table relationships
i.

Create a table relationship

4- Delete a table relationship


* Change a table relationship
>! Enforce referential integrity
In tro d u ctio n
After you have created a table for each subject in your database, you have to give Access a way
to bring that information back together again when needed. You do this by placing common
fields in tables that are related, and bv definina relationships between vour tables. You can then

Figure 1

Subdatasheet..........................442
T a b le .........................................433

One of the goals of good database design is to remove data redundancy (duplicate data). To
achieve that goal, you divide your data into many subject-based tables so that each fact is
represented only once. You then provide Access with a way to bring the divided information
back together you do this by placing common fields in tables that are related. To do this step
correctly, though, you have to understand the relationships between your tables, and then
specify these relationships in your database.

Number data type ............... 439


P o rtra it.....................................451

4. Read the article to the answer to the following question: Why create table

relationships?

Review

M a tc h in g

MylTLab6 )

Match each term in the second column with its correct definition in the
first column by writing the letter of the term on the blank line in front of
the correct definition.
__

1. The object that stores the data by organizing it into rows and
columns. Each column is a field and each row is a record.

__

2. The collection of related information that displays in a single row

of a database table.
__

A AutoNumber
B Caption
C Currency
D Data type

3. This specifies the kind of information that a field will hold; for

example, text or numbers.

E Foreign key
F Primary key

__

4. A field property that determines what displays in datasheets,

forms, and report labels.

G Quick Start
H Record

__

5. A data type that automatically assigns a unique numeric value to

a field.

I Table
J Table Design

__

6 . A field that uniquely identifies each record in a table.

__

7. A data type that stores numbers formatted as monetary values.

___

8 . A set of fields that can be added with a single click. For example,

the Address data type inserts five fields for storing postal
addresses.
__

9. An Access view that features table fields and their properties.

__ 10. A field on the many side of a relationship used to relate to the


table on the one side of the relationship.

r
V

BizSkills A
Video

1. Is there anything you would change about Theo's


behavior at his performance evaluation? Why or
why not?

2. How important do you think it is to set career

development goals for yourself? Why?

Create Database Tables | Microsoft Access Chapter 1

455

Review

Multiple Choice

MylTLab*

Choose the correct answer.


1. An Access view that displays records in rows and
fields in columns.
A. Database
B. Data grid
C. Datasheet
2. Each individual characteristic in a record that

displays as a single column in a datasheet.


A. Field
B. Record
C. Subset
3. A data type that stores up to 255 characters of text.

A. Currency
B. Number
C. Short Text
4. The blank row at the end of a datasheet used to add

records to a table.
A. Append
B. Data entry
C. New record
5. An Access field property that limits the number of

characters that can be typed into a text or number


field.
A. Character Limit
B. Character Size
C. Field Size

6. A relationship in which a record in the first table can

have many associated records in the second table.


A. Cascading
B. One-to-One
C. One-to-Many
7. A referential integrity option in which you can edit
the primary key values in a table, and all the related
records in the other table will update accordingly.
A. Cascading delete
B. Cascading update
C. One-to-many relationship

8. A rule that keeps related values synchronized.


A. Data duplication
B. Data redundancy
C. Referential integrity
9. A command that opens the Print dialog box so that

you can select a different printer or different print


options.
A. Quick Print
B. Print
C. Print Preview
10. An orientation of the printed page that makes it
wider than it is tall.
A. Print Preview
B. Landscape
C. Portrait

Topics for Discussion


1. W hat kind of inform ation do you think a small
business or organization would organize into a
database?

456

Microsoft Access Chapter 1 | Create Database Tables

2. Each database object has a special purpose. For


exam ple, a query is used to filter and sort records.
W hy do you think that the filter and sort tools are
also available w hen you w ork with tables, forms, and
reports?

Review

To complete this project, you will need the following file:

1231

H0M

c*un

UTOMU.IUM

DMAUSCTOOU

UUH

TAKt

M khiteia

acc01_SREmployees

You will save your database as:


Last_First_acc01_SRDepartments
1. Start Access 2013, and then click Blank desktop database. Replace the File Name
with Last_First_acc01_SRDepartments Click Browse, navigate to your chapter
folder, and then click OK. Finish the process by clicking the Create button.
2. In Tablel, select the ID column. On the Fields tab, in the Properties group,
click Name & Caption. Change the Name to EmployeelD and the Caption to
Employee ID and then click OK.

Figure 1

3. Click the Click to Add column. In the Add & Delete group, click More Fields,
scroll down, and then click Name.
4. Click the Click to Add column, click Date & Time, and then type DateHired

Repeat to add a Short Text field named DeptID


5. With the DeptID field selected, in the Properties group, click in the Field Size
box, and then type 50
6. Click Save, type Employees and then click OK. Compare your screen with
Figure 1, and then Close the table.
7. On the External Data tab, in the Import & Link group, click Excel. In the Get
External Data - Excel Spreadsheet dialog box, click the Browse button. In the File
Open dialog box, navigate to and select the student data file acc01_SR.Employees,
and then click Open. Click the Append a copy of the records to the table option
button, and then click OK. In the first screen of the Import Spreadsheet Wizard,
click Finish, and then click Close to complete the import process.

Figure 2

8 . Double-click Employees to open the table in Datasheet view. Set the column
widths to Best Fit.
9. Click the DateHired column, and then on the Home tab, in the Sort & Filter

group, click Ascending.


10. Click the DeptID arrow, and then in the Filter list, clear the (Select All) check
box. Select the HR check box, click OK, and then compare your screen with
Figure 2.

Continue to the next page to complete this Skills Review

Create Database Tables | Microsoft Access Chapter 1

457

Review
11. On the Home tab, in the Text Formatting group, change the font size to 10 and
the font to Verdana.
12. In the Text Formatting group, click the Datasheet Formatting Dialog Box
Launcher, and then in the dialog box, select the Raised cell effect. Click the
Background Color arrow, and then click Automatic. Click the Gridline Color
arrow, and then click the fifth color Blue, Accent 1. Click OK to close the
dialog box.
13. On the File tab, click Print, and then click Print Preview. In the Page Layout
group, click Landscape. If you are printing this project, click Print. Otherwise,
click the Close Print Preview button. Save, and then close the table.
14. On the Create tab, in the Tables group, click the Table Design button. Name
the first field DeptID and then press IEnter |to assign the Short Text data type.
On the Design tab, in the Tools group, click Primary Key.
15. With the DeptID field still selected, in the Field Properties pane, change the
Field Size value to 50 and the Caption to Department ID

Figure 3

16. Add a second field named Department with the Short Text data type.
17. Click Save, type Departments and then click OK.
18. Click the View button to switch to Datasheet view, and then add the following
departments:
Department ID

Department

BG

Buildings and Grounds

CD

C om m unity D evelopm ent

Cl

Capital Im provem ent

F2

Fire

HR

Human Resources

PR

Parks and Recreation

19. Set the column width to Best Fit, and then compare your screen with Figure 3.
20. Save, and then close the table. On the Database Tools tab, click the
Relationships button. In the Show Table dialog box, add Employees, add
Departments, and then click Close.
21. Drag the DeptID field from the Employees table, point to DeptID in the
Departments table, and then release the left mouse button.
22. In the Edit Relationships dialog box, select the Enforce Referential
Integrity check box, and then dick Create. If you receive a message, open the
Departments table and carefully check your typing.
458

Microsoft Access Chapter 1 | Create Database Tables

Figure 4

23. In the Tools group, click Relationship Report. Compare


your screen with Figure 4. If you are printing this project,
print the report.
24. Click Save, click OK to accept default name, and then
close the report.
25. Save and Close all open objects, and then Close the
Access window. Submit your printouts or database files
as directed by your instructor.
DONE! You have completed this Skills Review

Assessment

Skills Assessment 1

iy'3~Iab&J

To complete this database, you will need the following file:


acc01_SAlUtilityData

You will save your database as:


Last_First_acc01_SAlUtilities

1. Create a blank desktop database. Name the file Last_First_acc01_


SA1 Utilities and save it in your chapter folder.
2. In Tablel, rename the ID field BillingID In the second column, add a

Short Text field named AccountNumber


3. In the third column, add a Date & Time field with the name
BillingDate In the fourth column, add a Currency field with the name
Charge and then save the table as Billings Close the table.
4. Import the records in the Electricity worksheet from the student data

file acc01_SAlUtilityData. Append the records to the Billings table.


5. Sort the Billings datasheet by the Charge column in descending

order, and then filter the datasheet to display only the records from
Account Number 2610-408376.
6. Change the font to Verdana, the font size 10, and then set column
widths to Best Fit.
7. Change the cell effect to Raised, the background color to
Automatic, and the gridline color to Blue-Gray, Text 2. Compare
your screen with Figure 1.
8 . If you are printing this project, print the datasheet in landscape
orientation. Save and then close the table.
9. Create a new table in Design view. Name the first field

AccountNumber Set the field as the table's primary key, assign the
Short Text data type, and set its caption to Account Number
10. Save the table as Residents and then switch to Datasheet view. In the
second and third columns, add the Name Quick Start fields. In the
fourth column, add a Short Text field named Street
11. Add the following records to the table:
AccountNumber

Last Name

First Name

Street

1673-467266

Alloway

Dorris

56553 S Paddington Way

2610-408376

Klasen

Franklin

99721 E Powder River Dr

Account Number

Last Name

First Name

Street

2790-748496

Cavagnaro

Crystle

72343 N Riverford Pi

3794-907351

Carie

Ryann

45340 N Gurdon Dr

12. Set the column widths to Best Fit, and then compare your screen with
Figure 2. Save and close the table.
13. Add the Billings and then the Residents table to the Relationships tab.
Create a one-to-many relationship using the AccountNumber field as
the common field. Do not select the cascading update or delete options.
14. Create a relationship report. Save the report using the name suggested
in the Save As dialog box. Close the report. Save and Close the
Relationships tab.
15. Close the Access window. Submit your work as directed by your
instructor.
DONE! You have completed Skills Assessment 1
Create Database Tables | Microsoft Access Chapter 1

459

Assessment

Skills Assessment 2
To complete this database, you will need the following file
acc01_SA2ClassData

You will save your database as:


Last_First_acc01_SA2Intems

1. Create a blank desktop database. Name the file Last_First_acc01_


SA2Intems and save it in your chapter folder.
2. In Tablel, rename the ID field as IntemID and then change its data
type to Number. In the second and third columns, add the Name
Quick Start fields. In the fourth column, add a Short Text field
with the name Phone
3. Add the following records to the table:
Intern 10

Last Name

First Name

Phone

Yerigan

Kenton

(805) 555-7928

Mostowy

Clarice

(805) 555-3107

Hemstreet

Caroline

(805) 555-5548

Marcantel

Almeda

(805) 555-7000

Shriver

Cheyenne

(805) 555-6991

4 . Set the column widths to Best Fit, and then Save the table as Interns
Compare your screen with Figure 1, and then Save and close the table.

5. Create a new table in Design view. Name the first field ClassID Set
the field as the table's primary key, assign the AutoNumber data
type, and set its caption to Class ID
6. Add a Short Text field named Class as the second field. As the third
field, add a Date/Time field name StartDate and set its caption to
Start Date
7. In the fourth row, add a Number data type named IntemID and set its
caption to Intern ID Save the table as Sections and then close the table.
8 . Add both tables to the Relationships tab. Create a one-to-many

relationship using the IntemID field as the common field. Do not


select the c a s c a d in g update or delete options.
9. Create a relationship report. Save the report using the name

suggested in the Save As dialog box. Close the report. Save and
then Close the Relationships tab.
460

Microsoft Access Chapter 1 | Create Database Tables

10. Import the records in the Sections worksheet from the Excel student
data file acc01_SA2ClassData. Append the records to the Sections
table.
11. Sort the Sections datasheet by the IntemID column in ascending
order, and then filter the datasheet to display only the records for
the Introduction to Windows class.
12. Change the font to Cambria, the font size to 12, and then set column
widths to Best Fit.
13. Change the cell effect to Raised, the background color to Automatic,
and the gridline color to Blue-Gray, Text 2. Compare your screen
with Figure 2.
14. If you are printing this project, print the datasheet in landscape
orientation. Save and then close the table. Close Access.
DONE! You have completed Skills Assessment 2

Assessment

Visual Skills Check


To complete this database, you will need the following file:
acc01_VS Assessments

You will save your database as:


Last_First_acc01_VS Assessments
Open the student data file acc01_
VS Assessments. On the File tab, click Save
As, and then under Save Database As, click
Save As. Use the Save As dialog box to save
the file in your chapter folder with the name
Last_First_acc01_VSAssessments Sort, filter,
and format the Assessments table datasheet
as shown in Figure 1. The table is sorted by the
Parcel column and filtered by the AssessorlD
column. The font is Verdana size 10, the
columns are set to Best Fit, and the row height
is 15. The cell effect is Raised, the background
color is Automatic, and the gridline color is
Blue, Accent 1, Darker 50%.

Assessments ,
AssessmentID 1068

Print the table in landscape orientation or


submit the database file as directed by your
instructor.

Y ear -

Parcel

-t

2010 1074.73862

Valuation
$ 66 1 ,3 9 6 .0 0

AssessorlD

Millage 2

Tax

0.01264

$ 8,3 60 .0 5
$7,6 69 .6 5

1001

2009 1074.73862

$63 5 ,9 5 8 .0 0

0.01206

1263

2014 1107.92107

$19 6 ,6 3 9 .0 0

0.00982

$1,930.99

1071

2010 1185.79277

$14 7 ,8 3 0 .0 0

0.01264

$ 1,8 68 .5 7

1015

2009 1425.83907

$10 8 ,9 3 0 .0 0

0.01206

$1,3 13 .7 0

1123

2011 1425.83907

$10 6 ,7 5 1 .0 0

0.01256

$ 1,340.79

1237

2014 1436.87414

$ 22 4,278.00

0.00982

$2,2 02 .4 1

1260

2014 1456.34750

$18 8 ,3 3 8 .0 0

0.00982

$1,8 49 .4 8

1113

2011 1535.95379

$ 1,3 82 ,5 4 4 .0 0

0.01256

$17 ,36 4 .7 5

1072

2010 1566.97107

$ 10 5,409.00

0.01264

$ 1,3 32 .3 7

1086

2010 1596.79257

$16 0 ,0 7 4 .0 0

0.01264

$2,0 23 .3 4

1170

2012 1596.79257

$16 6 ,5 2 5 .0 0

0.01188

$ 1,978.32

1141

2012 1624.82671

$ 10 3,785.00

0.01188

$1,2 32 .9 7

1256

2014 1647.42795

$68 6 ,6 7 4 .0 0

0.00982

$ 6,743.14

1026

2009 1733.74385

$10 9 ,4 7 2 .0 0

0.01206

$1,3 20 .2 3

1054

2010 1779.97568

$393,4 3 9 .0 0

0.01264

$4,9 73 .0 7

1077

2010 1830.45633

$ 14 0 ,7 7 8 .0 0

0.01264

$1,7 79 .4 3

1094

2011 1830.45633

$150,6 3 3 .0 0

0.01256

$ 1,891.95

1091

2011 1878.99577

$15 4 ,0 6 5 .0 0

0.01256

$1,9 35 .0 6

Click to Add

DONE! You have completed Visual Skills Check

Figure 1

Create Database Tables | Microsoft Access Chapter 1

461

Assessment

My Skills
To complete this database, you will need the following file:
acc01_MYAddresses

You will save your database as:


Last_First_acc01_MYContacts

1 .

Create a blank desktop database. Name the


file Last_First_acc01_MYContacts and save
it in your chapter folder.

2. In Tablel, rename the ID field as ContactID


and add a caption of Contact ID
3. In columns two and three, add the Quick

Start Name fields.


4. In columns four through eight, add the

Quick Start Address fields.


5. In columns nine through twelve, add the

Quick Start Phone fields.


6. With the Fax Number column selected,
on the Fields tab, in the Add & Delete
group, click the Delete button. Repeat this
technique to delete the Business Phone
field.
7. Save the table as Contacts and then set the

column widths to Best Fit. Compare your


screen with Figure 1 .
8 . Complete the first record by inserting your
own contact information, and then save
and close the table.
Figure 2

9. Import the contacts from the Excel student

data file acc01_MYAddresses. Use the

462

Microsoft Access Chapter 1 | Create Database Tables

Addresses worksheet and append the data


to the Contacts table.
10. Change the font to Verdana, and the font
size 10.
11. In the Navigation Pane, click the Shutter
Bar Open/Close Button to close the pane.
Set the column widths to Best Fit.
12. Change the cell effect to Raised, the
background color to Automatic, and the
gridline color to Blue-Gray, Text 2.
13. Select the Contact ID column, and then on
the Home tab, in the Records group, click
More, and then click Hide Fields. Save the
table changes.
14. Click the Shutter Bar Open/Close Button
one time to display the Navigation Pane.
Click in the append row, and then compare
your screen with Figure 2.
15. If you are printing this project, print the
datasheet in landscape orientation. Save
and then close the table.
16. Close the Access window. Submit your
work as directed by your instructor.
DONE! You have completed My Skills

Assessment

Skills Challenge 1
To complete this database, you will need the
following file:
acc01_SClZonesData

Open the student data file acc01_SClZonesData in Excel,


and then save it in your chapter folder as Last_First_acc01_
SClZonesData View the data stored in the spreadsheet, which
describes the zones used in Aspen Falls. Label each column
with a label that describes the column and can be used as
database field names, and then close the spreadsheet.
Create a new database named Last_First_acc01_SClZones and
save it in your chapter folder. Create a table to store the data
in the Excel spreadsheet. Assign field names, data types, and

You will save your files as:


Last_First_acc01_SClZonesData (Excel)
Last_First accOl SClZones (Access)

captions using the practices in this chapter's projects. Assign a


primary key to the field that will uniquely identify each record.
Name the table Zones and then import the Excel data into the
table you just created. Set the field widths to Best Fit, and then
close the table.
Print the table datasheet in landscape orientation or submit the
database and spreadsheet files as directed by your instructor.
DONE! You have completed Skills Challenge 1

Skills Challenge 2
To complete this database, you will need the
following file:

You will save your database as:


Last_First_acc01_SC2Plants

acc01_SC2Plants
Open the student data file acc01_SC2Plants. On the File tab,
click Save As, and then under Save Database As, click Save
As. Use the Save As dialog box to save the file in your chapter
folder with the name Last_First_acc01_SC2Plants View the
Relationships tab, and notice that each plant is assigned
a scientific name but the plant may have many common
namesa one-to-many relationship. Open the Plants table
and then expand the subdatasheet for Asarum caudatum to
display three of its common names. Use the subdatasheets for

the other nine plants to enter the common names for each. To
locate the common names, search the Internet using the plant's
scientific name as the key term. For each plant, enter between
one and three common names based on the information you
find.
Submit your work as directed by your instructor.
DONE! You have completed Skills Challenge 2

Create Database Tables | Microsoft Access Chapter 1

463

C H A P T E R

Create Select Queries


Databases typically store thousands of records in multiple, related tables.
Queries answer questions about the data stored in tables by selecting and
presenting the records and fields with the information you need.

When you run a select query, a datasheet is created with just the records
and fields you selected. The data in the underlying tables is not changed
or deleted.

In a query, you select the fields with the data you want, and then add
criteria that filter the records.

You can create new fields by calculating values derived from existing
fields. These types of fields can be added to both tables and queries.

Criteria test to see if conditions are true or false, and then select only
those records in which the result of those tests are true.

Query results can also be grouped by one or more fields so that statistics
such as totals and averages for each group can be calculated.

Aspen Falls City Hall


In this chapter, you w ill create database queries for Aspen Falls City Hall,
which provides essential services fo r the citizens and visitors o f Aspen Falls,
California. In this project, you w ill assist Diane Payne, Public Works Director,
to answer several questions about the Water U tility m onthly billing cycles.
For each m onthly billing cycle, the Public Works D epartm ent needs to
calculate charges an am ount th a t is derived from each resident's water
usage and th a t month's rate for water. As payments are recorded in the
database, the am ount due should be automatically adjusted. You will
com plete both o f these tasks by adding calculated fields to a table.
The Public Works D epartm ent needs to find records for specific residents
by searching for th eir account number, name, or m eter number. You will
create select queries th a t can perform these searches. The departm ent also
needs to know which residents are late in their payments and add a late fee
when appropriate.To do this, you w ill add a calculated field to a query.
John Leee / Fotolia

464

Microsoft Access Chapter 2 | Create Select Queries

Finally, the city needs to analyze w ater usage statistics. To do this, you
w ill add grouping to a query, and then provide summary statistics such as
count, average, and total. T hroughout the project, you w ill test your queries
using a small sample o f the city database used to track resident u tility bills.

Introduction
90

Time to complete all 10


skills - 60 to 90 minutes

Student data file needed for this chapter:

Outcome

acc02_Water

Using the skills in this chapter, you will be able to


work with Access queries like this:

You will save your files as:


Last_First_acc02_Water
Statistics \

Billing Date -

SKILLS

Total Billing *

Total Due -

31 Jan 1 3

Billing Count
50

Average Usage 67.7

$778.09

($18.27)

28-Feb-13

55

68.4

$865.72

31-Mar-13

60

78.8

$1,069.96

($1.00)
$51.18

$0.00

30-Apr-13

65

76.9

$1,149.54

31-May-13

69

89.4

$1,541.50

$0.00

30-Jun-13

71

113.0

$2,006.00

$24.75

31-Jul-13

74

126.7

$2,312.25

$0.45

MylTLab

31-Aug-13

79

126.7

$2,702.43

$87.21

Skills 1-10 Training

30-Sep-13

80

128.1

$2,743.20

$55.58

31-0ct-13

82

112.7

$2,279.00

$73.00

30-NOV-13

84

83.9

$1,761.00

$8.00

31-Dec-13

83

61.3

$1,170.24

$17.02

At the end of this chapter you will be able to


Skill 1

Create Queries with the Simple Query Wizard

Skill 2

Add Text Criteria

Skill 3
Skill 4
Skill 5

Add Comparison Operators

Skill 6

Add Date and Time Criteria

Skill 7

Group and Total Queries

Skill 8

Add Calculated Fields to Queries

Skill 9

Work with Logical Operators

31-Jan-14

84

46.8

$903.67

$0.00

28-Feb-14

83

37.8

$753.60

$2.94

Add Calculated Fields to Tables

31-Mar-14

83

50.1

$1,039.75

$18.75

Create Queries in Design View

30-Apr-14

83

53.3

$1,312.22

($17.08)

31-May-14

82

73.7

$1,993.20

($32.01)

30-Jun-14

80

94.4

$2,643.90

$6.30

31-Jul-14

80

138.1

$4,199.38

$4,199.38

Skill 10 Add Wildcards to Query Criteria


M O R E SKILLS
Skill 11 Export Queries to Excel
Skill 12 Export Queries as Web Pages
Skill 13 Link to External Data Sources
Skill 14 Create Crosstab Queries

Create Select Queries

Microsoft Access Chapter 2

465

SKILL 1: Create Queries with the Simple Query Wizard


Queries are used to ask questions about
querythe data stored in database
tables. Select queries select and display
the records that answer the question
without having to change the data in the
underlying table or tables.
1 . Start Access 2013. On the Recent

page, click Open Other Files. On the


Open page, click Computer, and then
click Browse. In the Open dialog box,
navigate to the student data files for this
chapter, select acc02_Water, and then
click the Open button.
2. On the File tab, click Save As. With Save
Database As selected, click the Save
As button. In the Save As dialog box,
navigate to the location you are saving
your files for this project. Click New
folder, type Access Chapter 2 and then
press |Enter |two times. Name the file
Last_First_acc02_Water Compare your
screen with Figure 1, and then click Save.

Figure 1

3. If the security warning message displays,


click Enable Content.
4. In the Navigation Pane, under Tables,

select Residents.
5. Click the Create tab, and then in the
Queries group, click the Query Wizard
button. In the New Query dialog box,
with Simple Query Wizard selected,
click OK to start the Simple Query
Wizard. Compare your screen with
Figure 2.
The Simple Query Wizard's first screen is
used to select the fields you want to display
as columns in the query result. You can
choose fields from any table or query, but
they should be from tables that are related.
Including unrelated tables will result in too
many records in the query results.

Continue to the next page to complete the skill


466

>

Microsoft Access Chapter 2 | Create Select Queries

Figure 2

acc 2 1

I I V|DEo

SKILL 1: Create Queries with the Simple Query Wizard

mmm

H0ME

Application
Parts-

CREATE

EXTERNAL DATA

Table Table SbarePoint


Design Lists*

Template!__________ Tables

DATABASE TOOlS

Skills for Success *

m^ _

I [?! Report Wizard

Qury Query
Wiiard Design

Form

Form Blank
Design Form

More Forms *

Module

^^-1
*---- ' ' i I .11.
Report Report Blank
Design Report

r ix c Mivl

Queries

7. Click the Move All button Q to move

All Access Obje...


Searrn.

fi

Tables

all the table's fields into Selected Fields.


Compare your screen with Figure 3, and
then click Next.

CD Residents
H

Water Bills

Queries
p

Billing Errors

Jp Duplicate Entries

8. In the What title do you want for your


query box, replace the existing text
Residents Query w ith Residents Search

Reports
13

6. Click the Move button | > |one time,


to move the AccountNumber field into
Selected Fields.

Duplicate Entries Report

In the last screen of the Simple Query


Wizard, you type the name that will be
given to the query and choose to either run
the query or open it in Design view.
9. Click Finish, and then compare your

screen with Figure 4.

rasa
Figure 3

*-j

C*

HOME

Application
Parts Templates

Last_First.acc02.Water: Database- F:\Access Chapter 2\Last_First_acc02_Water.acedb (Access 2007 - 2013 We format) Access
EXTERNAL DATA

CREATE

eho n

All Access Obje...


Start*..
Tables

111

Residents

Water Bills

Q uenes

A
S

ft

^ 3 Billing Errors
^3 Duplicate Entries
Residents Search
Reports
LSI

mm

Query
Design

Table Table SbarePoint


Design Lists Tablet

Duplicate Entries Report

ft

DATABASE TOOLS

Form

? -

Skills for Success -

Form Blank __
Design Form 0 More Forms-

Report Report Blank


Design Report

C3 Visual Basic

You hove completed Skill 1 of 10

Residents Search *
Account Number
1116-831248
1117-541178
1118-435018

Clayboume

1118-697145
1121-769686

Toffiemire
Riviezzo

1124-735479
1126-637878

Rigo
Shimaoka

1131-679775
1134-281044

Spratt
Batdorf
Grav

1136-313101
1139-557255
1140-751401
1140-775403
1140-870810
1141-986534

Zip -

W ater M eter -

44567 N Piccadilly Ct
38595 N Wlnsett St
58384 N Snowberry Ct

93463
93464

A1187154
C8537370

93463

A9171558

21758 SRotanAv

93464

Street
SUvera
Evangeio

Sayles
Crespino
Natoli
Fron

Wal
Tome
Mike
Tom
Marjory
Bennett
Tracy
Allan

80139 N Fenny Ln
9916 W Avantl Or

A2896575

93463
93463
93464

B6612257

B8105749

Lovie
Ellamae
Joann
Vicente
Tommye

47180 N Sentosa Ln
72945 N Salmon Creek St

A7399152
93463 A6543134
93464 A2076661
93464 B7147581
93463 B8875409
93463 B8260680
93464 B2994642

Dong

45832 N Lochmoor Ln

93464

78302 N Peachleaf Ct

87969 N La Fontana Way


99950 W W ild Phlox Way
96601E Pine Meadows Or
28258 S woodhaven Or
9093 E Lake Hazel Rd

August

32*37 W Mcnealy St

93463
93464

C7010278
B5347806

Reita
Major
Amu If 0

93286 N Me Oermott Rd

93464

C2803537

64938 N Bronze Or

93464

10887 E Ivy St

C303267S
A6967871

Number of records

Jess

26009 W W entworth St

93464
93464

Tonya

77458 N Hullen Av

93463

returned by query

Tabitha
Verdell

63568 N Forrest St
98490 N Crimson Ln

93464

B8935969

93463

Pattie

51533 N Omaha PI
11270 N Penates Dr
1166 N inventory Or

93463

C6031063
A2074247

93463
93464

C5033333
B8172115

1144-976539
1157-945332
1159-649208
1171-5M 314

Renzi
Clock
Sarin
Clougherty

BfllfluS_

1189-607030
1194-384257

Bjomstrom
Marcheski

1195-130267

Gractano

1197-363290
Record. M j1 of 1X5

Jones

Rocco

Darci
Scotty
William
Staicri

27721 N Lawsonia PI

10. Leave the query open for the next skill.

Class Module

Macros & Code


5

In this manner, the Simple Query Wizard


quickly adds fields to a new query. When
the query is run, the results display in
Datasheet view. Here, all the records and
fields from the Residents table have been
selected and display.

<
4

Query results
in Datasheet view

C4847730
C5132193

93464 B2978959

Figure 4

Create Select Queries | Microsoft Access Chapter 2

467

SKILL 2: Add Text Criteria

[T ] ^ Q
2'2

Criteria are conditions in a query used to


select the records that answer the query's
question.
1. With the Residents Search query open in
Datasheet view, click the Home tab. In
the Views group, click the View button
to switch to Design view. Alternately,
in the lower right comer of the window,
click the Design View button ||]
Compare your screen with Figure 1.
Query Design view has two panes. The
query design workspace displays the
tables that the query will search. The query
design grid displays the fields the query
will display and the query settings that will
be applied to each field.
2. If the table name Residents does not

display under each field name in the


design grid, on the Design tab, in the
Show/Hide group, click Table Names
so that it is selected.
3. In the intersection of the LastName
column and Criteria rowthe LastName
column Criteria celltype the letter
h and then compare your screen with
Figure 2.
As you type in a criteria cell, IntelliSense
Quick Info, ToolTips, and AutoComplete
boxesdisplays guidelines for the feature
you are typing. AutoComplete is a menu
of commands that match the characters you
type. The Quick Info message explains
the purpose of the selected AutoComplete
command.

Continue to the next page to complete the skill

468

Microsoft Access Chapter 2 | Create Select Queries

Figure 1

SKILL 2: Add Text Criteria


QUERYIOOIS

HOME

CREATE

EXTERNAL DATA

"EH Run! Select


(3-1 Make Append
+! Update
A Crosstab
rn Delete
! x' r Pass-Through
u"
Table

Last_First_acc02_Water: Database- F:\Access Chapter 2\Unt_First_accQ2_Water.accdb (Access 2007 - 201J file form

DESIGN

DATABASE TOOLS

Data Definition

4. In the LastName column Criteria cell,

Skill* for Success -

.
Show
Table

f*= Insert Rows


D___
}IXV Delete Rows

X Delete Column*

,5S Builder

5 Return: U

Query Type

Insert Columns

[^ 1

complete the entry hesse Press |Tab |, and


then compare your screen with Figure 3.

0 Property Sheet

Totals Parameters

]f Table Names

Query Setup

Criteria that contain text must be


surrounded by quotation marks. If you do
not type the quotation marks, they will be
automatically inserted before the query is
run.

j Residents Search

All Access Obje...


Storch-

Residents

Tables
H I Residents

V AccountNumbe
LastName
FirstName
Street

D Water Bills
^ 3 Billing Errors
J3 Duplicate Entrlel

5. On the Design tab, in the Results group,


click the Run button to display the three
records that result.

Jl Residents Search
Reports
Ifl

Duplicate Entries Report

FieldTable:
Sort
Show:
Criteria

[Street]
R m fltn li.

[FirstName]
..KmfltQli

4-

[Zip]
Residents

Completed text criterion

In this manner, criteria filters the data.


Here, the query answers the question,

[WaterMeter]
Residents
a

Which residents have a last name of Hesse? By


default, criteria are not case sensitive. Here,
the criterion hesse matched the value Hesse.

w ith quotation marks

6. On the Home tab, in the Views group,


click the View button, to return to Design
view.

21232231
Figure 3

7. In the LastName column Criteria cell,


delete the quotation marks and text
"hesse".

| SI

w ry n w

ts
View

Last_First_acc02_Water: Database- F:\Access Chapter 2\Last_Fit_ecc02_Water.accdb (Access 2007 - 2013 file format) - Access

home

Paste

EXTERNAL DATA

create

<X> Cut

* i Ascending

BfeCopy

5 i Descending ^ 3 Advanced

Filter

* Format Painter

S> Remove Sort T Toggle Filter

StO
'Ch..
Tables

llol

New

5 1 1 otals

Save

Calibri* *
- * Go To *
Rod .
Cf Select

Spading

Refresh
_
X Delete * More Records

Sort & Fi

views________Clipboard_______r

All Access Obje...

T Selection *

Is for Success *

DATABASE TOOLS

Find

- 11

Text Formatting

Residents Search
AccountNumber -

ft

LastName -

FirstName -

Galagher

Alexis

Street
82653 N Apricot Ct

Apt -

Zip *

When you include the quotation marks


around criteria, the AutoComplete and
Quick Info messages do not display.

W ater M eter

93464 C7112526

HD Residents
3

Water Bills

Queries

9. On the Design tab, in the Results group,

^ 3 Billing Errors
jP

Duplicate Entnes

click the Run button, and then compare


your screen with Figure 4.

Query results
in one record

33 Residents Search
Reports

8. In the WaterMeter column Criteria


cell, type the quotation marks and text
"C7112526"

Duplicate Entries Report

The query answers the following question,

Who owns meter C7112526 and what is the


address?

10. If you are printing your work for this


project, print the datasheet in landscape
orientation.
11. Click Save H , and then Close [x] the
query.
I Record! M

1 of 1

Figure 4

You have completed Skill 2 of 10

Create Select Queries j Microsoft Access Chapter 2

469

SKILL 3: Add C alculated Fields to Tables | | ^ o " 3


A calculated field is a field in a table or
query that derives its values from other
fields in the table or query.
1. In the Navigation Pane, under Tables,
double-click Water Bills to open the
datasheet.
2. Click anywhere in the Usage column to

make it the active column.


3. Click the Fields tab, and then in the
Add & Delete group, click More Fields.
Near the bottom of the field list, point
to Calculated Field, and then in the
submenu that displays, click Currency.

tiT T T
* iJ l|

C* *
HOMt

EXTERNAL DATA

[ 1

EH, Date & Time

2 3 Resident)

7. Under Expression Elements, click


Water Bills, and then under Expression
Categories, double-click Usage.

! j Required

Format;

*]

Unique
^ In d e x e d

IQ .

[Rate] [Usage]

OK

Cancel

5 1311-355657
6 1352-901957

ie a

7 1432-9322101
8 1475-203
9 167

^ 3 Duplicate Entries
^ 3 Residents Search
Reports

AccountNumber

10 1707-6
11 1735-14153

!Z1 Duplicate Entries Report

12 1851-73183
13 1875-54427
14 1886-6
15 2084-837641|
16
17
18
19

2157-32313
2190-206791|
2262-122089
2275-705376

Expression
Elements

20 2597-823158
21 2611-259716
22 2627-892096
23 2701-761296
24
25
26
27

Expression
Categories
u is
0.23

31-Jan-13
31-Jan-13
31-Jan-13
31-Jan-13

2790-748496
2958-493278
2973-944928
2989-397476

0.23
0.23

31-Jan-13
31-Jan-13
1>. Unfettered Search

Expression
Values

----- ITT- P T T w r n ------- ------- 523. JO


34
ll-F eb -13
$7.82
S6.44
28
Ol-Feb-13
114
48

0.23
0.23

113

0.23

88

11-Mar-13
Ol-Feb-13

S26.22
$11.04

09-Feb-13
15-Feb-13

$25.99
$20.24

Figure 1

TABLE TOOLS

Q T 'T T ..................
HOME

CREATE

EXTERNAL DATA

Views

TMila

E J F *W S

Last_First_accG2_Water: Database- f:\Access Chapter 2VLast_First_acc02_Waterjeedb (Access 2007 2013 f...

TABLE
/ .

Data Type AutoNumber

rjg n

Modify Modify
Memo
Lookups E.pres*,n Setting

3 1246-344866
4 1294-137487
5 1311-355657

ft

Billing Date

Rate

31-Jan-13
31-Jn-13
31-jan-13

0.23
0.23

Usage
73

86
14

31-Jan-lB
31-Jan-13

0.23
0.23
0.23

72
74

6 1352-901957

31-Jan-13

0.23

44

Duplicate Entries

7 1432-932210

Residents Search

8 1475-203862

31-Jan-13
31-Jan-13
31-Jan-13

0.23
0.23

51

0.23

20

31-Jan-13
31-Jan-13

0.23

58
26

9 1673-467266

It

10 1707-662089
11 1735-141535

D iiiiu y n e iu v d iu t b

14 I 886-1
15 2084-

dprivprl from pxnrpssinn

16 2157-323134

31-Jan-13

17 2190-206791

31-Jan-13
31-Jan-13

23 2701-761296
24 2790-748496
25
26
27
1 of

86

37

20 2597-823158
21 2611-259716
22 2627-892096

Record N

0.23

12 185113 1875-:

18 2262-122089
19 2275-705376

Figure 2

-j

Formatting

&

Required
*3 Unique
indoed

Formatting

Billing Errors

Duplicate Entries Report

Validation

Field validation
X

Account Number *

| 1157-945332
2 1209-154350

_Z1 water Bins

Reports

Format

Water Bills
Billing ID *

sf*

Skills for Success - ^

Properties

Z 3 Residents
Queries

FIELDS

0 Name & Caption


E l Default Value

Add & Delete

All Access Obje...

If l

DATABASE TOOLS

AB 1 2
^ 0a*&T,me ^
@ Ves/No
^
Short Number Currency
Delete
Text
Ed More Fields *

fc t/
^
View

The Billings colum n displays the result of


m ultiplying e a c h record's Rate b y its U sage.

Microsoft Access Chapter 2 | Create Select Queries

Memo

Data Type Number

Pnlw"
InrminjUI
nf
fnk/mK
(Examples of expressions include [M dl] [fiefctt] and IM d l] < 5)

4 1294-137487

9. In the datasheet, with the text F ie ld l still


selected, type Billing Press [Tab |, and then
compare your screen with Figure 2.

Modify

Expreiston Builder

^ 5 Billing Errors

then click OK.

470

Skill* for Success -

mS A-

Help

8. Compare your screen with Figure 1, and

Continue to the next page to complete the skill >

FAAcren Chaplet

TABLE

Modify

H I Water ilk

6. Under Expression Values, double-click


the multiplication operatorthe asterisk
(*) to insert it into the expression.

FIELDS

H] Nam* & Caption

Expression:
[Rate] * [Usage]

Tables

under Expression Categories, double


click Rate to insert it into the expression.

5. Under Expression Elements click


Operators, and then under Expression
Categories, click Arithmetic.

L J

oBlti.. "!l 1

4. In the Expression Builder dialog box,

A n expression is a com bination of fields,


m athem atical operators, and pre-built
functions that calculates values in tables,
form s, queries, and reports. In expressions,
field n am es are enclosed betw een left and
right square brackets.

DATABASE TOOlS

Expression
Builder dialog box
All Access

02

L*st_Firit_*ee _Wetet:

TABtE TOOLS

CREATE

2958-493278
2973-944928
2989-397476
1427 H *

31-Jan-13
31-Jan-13
31-Jan-13
31-Jan-U
31-Jan-13
31-Jan-13
31-Jan-13
31-Jan-13
31-Jan-13
Search

Billing
S16.79
$19.78
$3.22
$16.56
$17.02
$10.12

*
72
39
28
64
70
60

112

0.23

88

34
28
114
48
113

17-Fb-13
06-Mar-13
04-Feb-13
07-Feb-13
08-M ar-13
Ol-Mar-13

$19.78
$11.73

19-Feb-13
21-Feb-13

$4.60
$13.34

10-Feb-13

$5.98
$8.51
$13.11

0.23
0.23
0.23
0.23
0.23
0.23
0.23
0.23
0.23
0.23
0.23

Paid Date *

$11.96
$16.56
$8.97
$6.44
S14.72
$16-10
$13.80
$25.76
$7.82
$6-44
$26.22
$11.04
$25.99
S20.24

02-M ar-13

Amount PaW CtkktoA dd -

$3.22
S16-56
$17.02
$ 10.12
$19.78
$11.73
$4.60
$13.34

Ol-Mar-13

$5.98

12-Mar-13
05-Feb-13

$8.51
$13.11

26-Feb-13
12-Feb-13

$11.96

06-Feb-13
05-Mar-13
13-Feb-13
16-Feb-13
27-Feb-13
07-Feb-13
ll-F e b -1 3
01-Feb-13
ll-M a r-1 3
01-Feb-13
09-Feb-13
15-Feb-13

$16.79
$19.78

$16.56
$8.97
$6.44
$14.72
$16.10
$13.80
$25.76
$7.82
$6.44
$26.22
$11.04
$25.99

S30M______________________

SKILL 3: Add C alculated Fields to Tables


B

*0 -

' |

H3
fl
E
iiJ
View

TABIE TOOlS

c*

HOME

CREATE

. .\
.

EXTERNAL DATA

&

DESIGN

m
1
----- 1

'-X Delete Row*

Primeiy Builder Test Validation


Key
Rule*

Views

DATABASE TOOLS

La*t_Firat_acc02_Water: Database-F:\AccessChapter2VLMt_First_acc02_Water.accdb (Acce** 2007 - 2013 file forma...

* ! f
lr

Tables
3

Residents

~ 3 Water B>Hs
Queries
Billing Error*
Duplicate Entries
RM'dents Search

AutoNumber
Short Text
Date/Tim*
Number
Number

Oats of billing cycle


per 100 gallons
In 100 gallon Increments

Calculated
Date/Time
Currency

Calculated
field data type

Calculated

10. Click Save [SJ. On the Home tab, in the


Views group, click View to switch to
Design view.
11. In the Field Name column, click in
the first empty cell, and then type
AmountDue In the same row, display
and click the Data Type arrow, and then
click Calculated to open the Expression
Builder.

Description (Optional)
BillinglD
AccountNumber
BillingOate
Rate
Usage
Billing
PaidOate
AmountPaid
AmountDue

Reports
tfl

Object
Dependeneie*
Relationships

Field, Record & Table Events

All Access Obje... j|a


Seorth-

Relationships

Modify Lookup*

Tool*

Skill* for Success *

Duplicate Entries Report

12. In the Expression Builder, repeat


the technique just practiced or type
the following expression: [Billing] [AmountPaid] and then click OK.
13. With the AmountDue field still active, in
the Field Properties pane, click Result
Type, click the Result Type arrow, and
then click Currency.

The label tor the field when used on a w


you don t enter a caption, the field nam
used as the label. Press F1 for help 01
captions.

A calculated field can be assigned any of


the data types other fields are assigned.
Here, the Currency data type is the most
appropriate data type.

Figure 3

Last_Fir*t_acc02_Water: Database- FAAccess Chapter 2\Last_Fir*twaccQ2_Wate>.accdb (Access 2007 - 2013 f...


EXTERNAL DATA

i Ascending

T
Vk.
,

S,Cm

Views

Filter

f t Format Painter

Clipboard

Sorc*_

Ic 9 g k f ih i

Sort & Filter

la w
I1

Water Bills

Queries

Billing Errors

if l

0 ; : :

Refresh
AH - X Delete

it

Spelling

Find

(H3More *

Records

tic Replace

Calibn

- Go To*
tt Select -

A -*

S i-

&

Duplicate Entries Report

Rate *

31-Jan-13
31-Jan-13

0.23
0.23

31-Jan-13
31-Jan-13

0.23
0.23

5 1311-355657

31-Jan-13

6 1352-901957
1432-932210
1475-203862
1673-467266
1707-662089

13 1875-544271
14 1886-629399
15 2084-837641

Record; M

Billing Date

3 1246-344866
4 1294-137487

11 1735-141535
12 1851-731832

14. In the Field Properties pane, click in the


Caption cell, and then type Amount Due
Compare your screen with Figure 3.

r.

Tert Formatting

Find

** -

|r T :=
&

1 5 .
AccountNumber -

1 1157-945332
2 1209-154350

7
8
9
10

Duplicate Entries
jp Resident! Search
Reports

ater Bill* ,

BillinglD

Z3 Residents
*3

Advanced -

; / Remove Sort T

rj

All Access Obje...

Totals

Y ' Selection -

i i Descending

Skill* for Success

DATABASE TOOLS

usage *

Billing

Amount Paid -

Amount Due $0.00


$0.00

73
86
14

S16.79
$19.78

17-Feb-13
06-Mar-13

$16.79
$19.78

S3.22

S3.22

0.23

72
74

Si 6.56
$17.02

04-Feb-13
07-Feb-13

31-Jan-13
31-Jan-13
31-Jan-13

0.23

44

31-Jan-l 3
31-Jan-13
31-Jan-13
31-Jan-13

0.23
0.23
0.23

$10.12
$19.78
$11.73
$4.60
$13.34

31-Jan-13

0.23
0.23

0.23
0.23
0.23

31-Jan-13
31-Jan-13

0.23

86
51
20
58
26
37

$5.98
$8.51

57

$13.11

52
72

$11.96
$16.56

16 2157-323134

31-Jan-13

0.23

39

$8.97

17 2190-206791

31-Jan-13
31-Jan-13

0.23

18 2262-122089

0.23

28
64

$14.72

19 2275-705376

31-Jan-13

0.23

70

$16.10

S6.44

20 2597-823158

31-Jn-13

0.23

60

$13.80

21 2611-259716
22 2627-892096

31-Jan-13

0.23
0.23

112
34

$25.76

31-Jan-13

23 2701-761296

31-Jan-13

0.23

24 2790-748496
25 2958-493278

31-Jan-13
31-Jan-13
31-Jan-13

0.23

28
114

26 2973-944928
27 2989-397476
1 of 1427 M

Paid Date -

31-Jan-13
Search

0.23
0.23
0.23

$7.82
$6.44

48

$26.22
$11.04

113
88

$25.99
$20.24

08-Mar-13
Ol-Mar-13
19-Feb-13
21-Feb-13
10-Feb-13
02-Mar-13
Ol-Mar-13
12-Mar-13
05-Feb-13
26-Feb-13
12-Feb-13

$16.56
$17.02

$0.00
$0.00
$0.00

$10.12
$19.78
$11.73
$4.60
$13.34
$5.98
$8.51

$0.00
$0.00
$0.00
$0.00

$13.11
$11.96
$16.56

S0.00
S0.00
$0.00

$0.00
$0.00
$0.00

$0.00
$0.00
$0.00

expression

$8.97
$6.44

13-Feb-13
16-Feb-13

$14.72
$16.10

27- Feb-13
07-Feb-l3
ll-F eb -13

$13.80

$0.00
$0.00

$25.76

$0.00

S6.44

$0.00

11-Mar-13

$26.22
$11.04

$0.00

15-Feb-13

Click Save [Bj, and then switch to


Datasheet view. Set the Amount Due
column width to Best Fit, and then
compare your screen with Figure 4.
It is best practice to exclude spaces from
field names. Labels, however, can display
spaces. Here, the Amount Due caption
displays at the top of the last column
instead of the field nameAmountDue.

16. Click Save [B], and then Close [x] the


table.

50.00

Ol-Feb-13
Ol-Feb-13
09-Feb-13

Amount
Due
values
derived
from

06-Feb-13
05-M ar-13

$7.82

ICktOA

$25.99

$0.00
$0.00

$20.24

$0.00

You hove completed Skill 3 of 10

Figure 4

Create Select Queries j Microsoft Access Chapter 2

471

SKILL 4: Create Queries in Design View

| |

To create a query in Design view, you first


add the tables you will need to the query
design workspace. You then add the fields
you want to use to the design grid.
1. Click the Create tab, and then in the
Queries group, click the Query Design
button.
2. In the Show Table dialog box, double
click Residents to add the table to the
query design workspace. Alternately,
select the table in the dialog box, and
then click the Add button.
3. Repeat the technique just practiced to
add the Water Bills table. Compare your
screen with Figure 1.
Tables can be added to the query design
workspace using the Show Table dialog box
or by dragging them from the Navigation
Pane.

Figure 1

4. Close the Show Table dialog box, and


then compare your screen with Figure 2.
QUERY TOOLS

This query needs to answer these questions:

What are the names of the customers that have


an overdue balance, what are those balances,
andfrom what time periods? To answer
these questions, fields from two tables are
needed.
When a query selects fields from multiple
tables, the tables need to be related. By
default, queries follow the relationship
rules defined in the Relationships tab. Here,
the two tables are joined in a one-to-many
relationship using AccountNumber as the
common field. A resident can have many
water billing cycles.

HOME

Microsoft Access Chapter 2 | Create Select Queries

DATABASE TOOlS

k !9 Pass-Through

All Access Obje... *


p
Tables
3

Residents

ID

Water Bills

Queries
Silling Errors
Duplicate Entries
jP

Residents Search
Duplicate Entries Report

last_First_acc02_Water Database- F-.YAccess Chapter ALast_First_acc02_Water.accdb (Access 2007 - 2013 file form...
Skills for Success

DESIGN
Insert Rows

GD Union

Data Definition
Results_____________________

Figure 2

EXTERNAL DATA

rP m +! A E

Continue to the next page to complete the ski

472

CREATE

Show
Table

How
*x Delete Hows
Builder

Query Type
fP Query 1

X Delete Columns
Columns
x
_
,------J Return: All

Query Setup

Residents

Water Bills

ft

t Insert Columns

AccountNumbe
LastName
FirstName
Street
-pt

V BillinglD
AccountNumbe
BHItngOate
Rate

One-to-many
relationship

.. d

'V '

["S.

Totals Parameters

[u] Property Sheet


^ Table Names

SKILL 4: Create Queries in Design View


0

*3 '

C*

HOME
R T^j

View

*
Run

QUERYTOOlS

CREATE

H T H i'-PpJ

EXTERNAL DATA
+ 1

/ I

DATABASE TOOLS

B t I|

Union

&

Skills for Success - ^

f*= Insert Rows

SgH
*
*
*
" 4# Pass-Through
Select Make Append Update Crosstab Delete
.
Table
K.Data Definition
- ^ le

S" Insert Columns

- X Delete Ron
Show
i-S Builder

[p .

X Delete Column.

[H] Property Sheet

^
g'T able Names
T-*Parameters
- - D *
Totals

Return: All

Query Type

Results____________________

Show/Hide

Query Setup

Query) \

All Access Obje...


Staren-

La*t_First_acc02_Water: Database- F:\Acceu Chapter 2\Last_First_acc02_Water.aeedb (Access 2007 - 2013 file form...

DESIGN

Tables

ft

"HI Residents

6 . Repeat the technique just practiced to

!H1 Water Bills


Queries

5. In the query design workspace, in


the Residents table, double-click the
AccountNumber field to add it to
the first column of the design grid.
Alternately, drag the field into the first
column Field cell.

it

3 ] Billing Errors

add the LastName and FirstName fields


to the second and third column of the
design grid.

Duplicate Entries
^3

Residents Search
Duplicate Entnes Report

Field- AccountNumbe
Table. Residents
Sort
Show-

!LastName

FirstName
Residents

iResidents

or

BillingDate
Water Bills

Billing
Water Bill

;water Bills

8 Click Save [BJ. In the Save As dialog box,

type

Fields from
Water Bills table

Residents table |_

SSI
Figure 3

Wa~------- -----HOME

CREATE

fjJaj Copy
View

Paste

views

& Format Painter


Olpboard

r.

All Access Obje...


StsrcrtTables

P
ft

H I Residents
H I Water Bins
Queries
^

Billing Error*

Duplicate Entnes

-?] late BilUngs


^

Residents Search
Duplicate Entries Report

Last_First_accQ2_Water: Database- F:\Access Chapter 2\last_First_aec02_Water.aecdb (Access 2007 - 2013 file format) - Access
EXTERNAL DATA

Filter

T - Selection -

U Descending

Advanced -

If for Success *
[T X

New

^ ~ t i j Save

5 [ ToUls
C? Spelling

Remove Sort 'Y Toggle Filter

____________ Sort & Filter

M *-G*o*T o-
Find

,
fe Select*

K *s r
^
o r

- f

n iftim

Claybourne

Mike

30-Apr-13

$29.44

U1S-43501S
1118-435018

Claybourne
Claybourne

Mike
Mike

31-May-13
30-Jun-13

$34.00
$14.50

Claybourne
Claybourne

Mike
Mike

31-Jul-13
31-Aug-13

Claybourne
Claybourne

Mike
Mike
Mike

30-Sep-13
31-Oct-13
30-NOV-13
31-Dec-13
31-jan-14
28-Feb-14

1118-435018
1118-435018
1118-435018
1118-435018
1118-435018
1118-435018
1118-435018
1118-435018

Claybourne
Claybourne
Claybourne

Mike
Mike
Mike

$9.00

$0.00
$20.79
$0.00
$0.00

Claybourne
Claybourne

Mike

1118-435018
1118-435018
1118-435018

Claybourne
Claybourne

Mike
Mike

31-Mar-14
30-Apr-14

$2.40
$13.50
SO. 30

31-May-14

$46.20

Claybourne

S9.45

Spratt

Mike
Allan

30-Jun-14

1131-675775

30-Nov-13

$24.00

1131-679775

Spratt

Allan

31-Dec-13
31-Jan-14

Allan

28-Feb-14

$16.08

so.oo
$0.00

1131-679775

Spratt

Allan

31-Mar-14

$23.25

$0.00

1131-679775
1131-679775

Spratt

Allan

30-Apr-14

S12.30

Spratt

Allan

1131-679775

Spratt

Allan

$11.22
$60.90

1140-775403

Natoll
Natoil

Tommye

31-May-14
30-Jun-14
31-Mar-14

$0.75

$0.00

Tommye
Tommye

30- Apr-14
31-May-14

$5.10
$23.76

$0.00

Tommye

30-Jun-14

S64.05

$0.00

Natoll
Natoli

Multiple
billing cycles
for Mike Claybourne

You have completed Skill 4 of 10

$0.00
$0.00

Spratt

1140-775403

Before adding criteria, it is a good idea to


run the query to verify that it displays the
fields you need. Here, you can see each
billing cycle sorted by customer.

$0.00

1131-679775

1140-775403
1140-775403

$16.10
S8.97

On the Design tab, in the Results group,


click Rim. Compare your screen with
Figure 4.

$0.00
$0.00
$0.00

1131-679775

Spratt

Allan

S0.00
SO.00
so.oo
$0.00

Billings and then press |Enter],

10. On the status bar, click the Design View


button ELand then leave the query open
for the next skill.

$0.00
$0.00
$0.00

$20.79
S11.07
$40.25
$8.00
S7.59
$12.65

L a te

A Ttrt Formatting

Find

HJ3 late Billings \

111B-435018
ft

DATABASE TOOLS

z i Ascending

Figure 3.

A i

Fields from

nm

7. Scroll down the Water Bills table list


as needed and add the following fields
in this order: BillingDate, Billing, and
AmountDue. Compare your screen with

$0.00
$0.00
$0.00
$0.00

Figure 4

Create Select Queries | Microsoft Access Chapter 2

473

SKILL 5: Add Com parison Operators


In query criteria, numbers are typically
combined with comparison operators
operators that compare two values
including operators such as > (greater
than) and < (less than).

| |
*>

QUERY TOOlS

<*

HOME

CREATE

2. In the Billing column Criteria cell, type


>80 Compare your screen with Figure 1.
3. On the Design tab, in the Results group,
click the Run button to display the 15
records that answer the question, Which

DATABASE TOOLS

Table

_____________
All Access Obje...
Searefi3

Residents

Water BiHs

Queries

QM
HliW

Ip H

Data Definition

When a value is to match exactly, simply


type the value. The equals (=) operator
is not needed. The commonly used
comparison operators are summarized in
the table in Figure 2.

474

Microsoft Access Chapter 2 | Create Select Queries

Totals Parameters

Table Names

Return: jAll

Query Setup

3 ^ late Billings
HP Residents Search
Reports
LSI

Duplicate Entries Report

Field.
Table:
Sort

LastName
Residents

FirstName
Residents

BillingDate
Water Bills

Billing
Water Bills

AmountDue
Water 8llls

t
Numeric criteria with
comparison operator (>80)

F ig u re 1

Common Comparison Operators


1 Operator

Purpose

Is tru e w hen th e field's value is equal to th e specified value

<>

Is tru e w hen the field's value does not equal th e specified value

<

Is true w hen the field's value is less than th e specified value

<=

Is true w hen the field's value is less than or equal to the specified value

>

Is true when the field's value is greater than the specified value

>=

Is tru e w hen the field's value is greater than or equal to the specified value

F ig u re 2

Continue to the next page to complete the skill

X Delete Columns

Builder

j ] late Billing*

to return to Design view.

zero?

Delete Rows

5. In the Billing column Criteria cell, delete


the criterion.

7. Switch to Design view. In the Amount


Due column Criteria cell, replace
the criteria with 0 Run the query to
display the 1314 records that answer the
question, Which billings have a balance o f

Table

|[H] Property Sheet

I" Insert Columns

Duplicate Entries

4. On the Home tab, click the View button

balance?

Skills for Success * n


|= Insert Rows

Billing Erron
jf l

billings are larger than 80?

6. In the Amount Due column Criteria


cell, type <0 and then Run the query to
display the 12 records that answer the
question: Which customers have a negative

Last_Firet_acc02_Water: Database- FAAxcess Chapter 2\Lait_Firet_acc02_Water.accdb (Access 2007 - 2013 file form...

DESIGN

hView Run! m
m + ! ! n
Select Make Append Update Crosstab Delete

Tables

1. If necessary, open the Late Billings query


in Design view.

EXTERNAL DATA

>-

SKILL 5: Add Comparison Operators


m m
HOME

View

Paste

Last_Firct_acc02_Water: Database- F:\Access Chapter 2\Last_First_acc02_Watef.accdb (Access 2007 - 2013 file format) - Access

CREATE

EXTERNAL DATA

X. Cut

* i Ascending

B^Copy

Fitter

& Form*! Painter

Descending

\j
*

Residents

Water Bills

Queries

Am ountDue -

31-J*n-13

$16.79

Leo

$19.78
$3.22

$0.00
$0.00

Flaig

31-Jan-13
31-Jan-13

Glazier

Reba
Keen*

31-Jan-13

$16.56

31-Jan-13
31-Jan-13

$17.02
$10.12

31-Jan-13
31-Jan-13
31-Jan-13
31-Jan-13
31-Jan-13
31-Jan-13
31-Jan-13

S19.78
$11.73

Bamas
Schmand
Ailoway
Oeford
Callander

1707-662089
1735-141535
1851-731832
1875-544271

Hartzfeld
Kristin
Zappavlgna

1886-629399
2084-837641

Emberley

2157-323134

Steketee
Oshell
Eder
Soderstrom

2190-206791
2262-122089
2275-705376

_Q L

-2537-S231M

Number of
records returned
i

2958-493278 I
2973-944928 I

2989-397476 Y
I Record m
1 of 1326

FirstName

Christel
Branden
Ed
Dorris
Cleveland
Emanuel
India
Bobby
Teddy
Avery
Despina
Regine
violeta
JC
Gerry
Shin
Tammera
Shayne
Crystle

Gaudreau
Mansir

Delisa
Kira

Presnall

Jacinto
Search

Billing Date -

Billing

31-Jan-13

$5.98
$8.51
$13.11
$11.96

$0.00
$0.00
$0.00

S16.56
S8.97
$6.44

$0.00

$14.72
$16.10

31-Jan-13

$13.80

31-Jan-13
31-Jan-13

$25.76
$7.82
$6.44

Due column Criteria cell, replace the


criteria with >0 Run the query, and then
scroll down the datasheet to view the last
records in the results similar to Figure 4.

SO.OO
$0.00
$0.00
$0.00

The query answers the question, Which


billings have a balance due?An additional
criterion is needed to return only those
records for which the amount due is late.

so.oo
so.oo
so.oo
so.oo
so.oo

$25.99
$20.24

Figure 3

ffi

HOME

CREATE

EXTERNAL DATA

<&Cut
i,!- ' life Copy
r f
- Format Painter

All Access Obje... *


JfarcftTables
Residents

ZD Water B*s
Queries
"5

Billing Errors
Duplicate Entries

3 3 1ute Billings
HJ3 Residents Search
Reports
Ifl

Duplicate Entries Report

DATABASE TOOLS

z l Ascending

Views_________CHpBoard_______ r

13

10 . Click Save [H| and leave the query open

for the next skill.

Last_Fiut_acc02_Water: Database- F:\Accesj Chapter 2\lajt_Fir5t_acc02_Water.ai:cdb (Access 2007 - 2013 file format) - Access

Switch to Design view. In the Amount


Due column Criteria cell, replace the
criteria with <=0 Run the query, and then
compare your screen with Figure 3.

9. Switch to Design view. In the Amount

so.oo
so. 00
$0.00

$26.22
$11.04

31-Jan-13
31-Jan-13
31-Jan-13

8 .

The query returns records for which the


amount due is zero and the records for
which the amount due is negative. In this
manner, the <= operator returns records
that are equal to or less than the number
following the criterion.

SO.OO
$0.00
$0.00
$0.00
$0.00
So.oo
so.oo
so.oo

31-Jan-13
31-Jan-13
31-Jan-13

31-Jan-13
31-Jan-13

$0.00

$4.60
$13.34

31-Jan-13
31-Jan-13

lent Formatting

Dannie

1432-932210

&

Find

Rett*

1475-203862
1673-467266

&

Cal.br,
Select

Records

Shines
Flnkel

GoTo*

1209-154350

ute Billings

Duplicate Entnes Report

LU

LastName

Duplicate Entries

Reports

' i f Save
* Spelling
Refresh
X Delete * 1^3 More -

A)).

Sarin
Thompson

1352-901957

^ 3 Residents Search

51 Totals

AccountNumber

1311-355657

"Tp Billing EffOU

33

[Tb. ea New

^Advanced-

1246-344866
1284-137487

Skills for Success -

Sort & Filter

All Access Obje...


Tables

T Selection *

iS Remove Sort T Toggle Filter

viewi_________Clipboard

Search-

DATABASE TOOlS

Filter

ai

Descending

rt

New

Advanced -

aSSave

Find

* Remove Son 'T* Toggle Filter

You have completed Skill 5 of 10

- G0 T0 -

A - ^ i I *

t j Select-

Text Formatting

Sort & Filter


1 j|3 Late Billings
Account Number - Last Name
3647-623411
Haran
3663-670946
Palease
Mossberg
3704-722263
3709-540173

ft

Skills for Success - ^

T< Selection -

3720-955586
3724-908667
3742-347513
3794-907351
3855-923244
3858-903451
3921-198075
3991-222725
4018-285017
4030-667882
4060-488954
4068-871454
4197-560944
4244-541805

First Name
Antonio
Conrad
Christa

31-Jul-14
31-Jul-14

Billing
S73.34
$62.32

A m ountDue $73.34
$62.32
S84.36

Schumaker
Gober

Danial
Ricky

31-JUI-14
31-Jul-14
31-Jul-14

Fehrie
Cane

Eleanora
Arcelia
Ryann

31-JUI-14
31-JUI-14
Bl-Jul-14

Neuenfeldt
Revelo

Ambrose
Charley

31-JUI-14
31-JUI-14

Klaas
Gravlln

Tobias
Melynda

Latino
Sparlin

Frankie
Stacee

31-JUH4
31-Jul-14
31-Jul-14
31-JUI-14

Rampersad

Clarisa
Mariana

31-JUI-14

$58.90
$68.40
$83.60
S80.94

31-Jul-1A

S93.48

n -J u i-i4
31-Jul-14

$26.60
$3.80

$380

31-JUI-14
31-Jul-14

$71.06

$71-06

S72.20
$7.98
$31.54

$72-20

Ogando

Venegas
Parthemer
Stevinson

Jake
Undsey

4307-394731

Stabb

Samuel

4345-308083

Cherry

4367-618513

Middents
Butzer

Emmett
Uzzette

4420-209636

BillingDate -

Pei

31-JUI-14
31-JUI-14

$84.36
$81.32
$9.88
$11.78
$49.78
$75.62
$59.28
S89.68
$47.12

$81.32
$9.88
$11.78
S49.78
$75.62
$59-28
$89.68
S47.12
$58.90
$68.40

Unpaid bills for


current month (7/31/14)

$83.60
S80.94
S93.48
S26.60

$7.98
$31.54

98 records returned

Figure 4

Create Select Queries ) Microsoft Access Chapter 2

475

SKILL 6: Add Date and Time Criteria

| |

In Access, dates and times are stored as


numbers. The underlying numbers display
as dates in database objects. For example,
the number 37979 displays as 12/24/2003
if the Short Date format is assigned to the
Date/Time field.
When you add criteria to more than one
query column, both criteria must be true if
the record is to be included in the results.
1. With the Late Billings query open in
Design view, click in the BillingDate
column Criteria cell, and then type
< 7 /1 /2 0 1 4 Press H^bl, and then compare
your screen with Figure 1.
Because all dates are stored as serial
numbers, you can include arithmetic and
comparison operators in your criteria.
When dates are used as query criteria, they
are enclosed in number signs (#). If you
do not include them, they will be inserted
when the query is run.

2. On the Design tab, in the Results group,


click the Run button, and then compare
your screen with Figure 2.
This query answers the question, Which
billings before July 1,2014 still have a balance
due? In this manner, both the billing date
and amount due comparisons must be true
for the record to be included in the query
results.

Figure 1

BTh -

HOME

Paste

-------------

OfeCopy

_____________ Clipboard_______ fi

All Access Obje...


Tables
3

fi
ft

Residents

"D water Bills


Queries

ft

^ 5 Billing Erron
jp

Duplicate entries

jp

lat* Billings

53

Residents Search

Reports
Ul

Duplicate entries Report

21 Ascending

Selection -

S i Descending

^ 3 Advanced -

Microsoft Access Chapter 2 | Create Select Queries

New

fe iz

* otals

?ac Replace

Find

Calibri

AccountNumber

2J7T

- * Go To*
5"

fe Select-

A -

Tent Formatting
LastName FirstName * 'B illin gD a te Thompson

2190-206791
3733-169370

Oshell
Latourrette

Dannie
Regme

30-Apr-13
30-Apr-13

Cherryl

3742-347513
3733-169378

Ogando
Latourrette

Arcelia
Cherryl

1118-435018
3858-903451

Claybourne

Mike

Revelo

All dates are

before July 1,2014

2275-705376
3663-670946

476

||

5 Spelling
Refresh
AH. A Delete ' E l More

LleBllttng*

1311-355657

Figure 2

Toggle Ft*e

Cherry
Wurth
Holliman
Flnkel
Shines
Soderstrom
Paleaae

&

Skills for Success * H

Sort & Filter


IS

4345-308083
2432-538029
1912-855441
1352-901957

Continue to the next page to complete the ski

DATABASE TOOLS

Remove Sort

y Format Painter

SWrt_

Last_First.ace02_Water: Database- F:\Access Chapter 2\Last_First_acc02_Water.accdb (Access 2007 - 2013 file format) - Access
EXTERNAL DATA

CREATE

Billing

AmountDue >

30-Apr-13

S24.15
S5.29
S31.74

$24.15
S5.29
$21.74

30-Jun-13
31-JUI-13
31-Aug-13

S24.75
$40.50
S20.79

$24.75
$0.45
$20.79

Charley

31-Aug-13
31-Aug-13

S14.31

S14.31

Percy

30-Sep-13

$59.67

$19.67
S18.50

31-00-13

S43.50

Emmett
Blair

31-Oct-13
30-NOV-13

$45.75
$8.00

$45.75
$8.00

Marco
Christel
Ke*na

31-Dec-13
28-Feb-14
31-Mar-14
30-Jun-14
30-Jun-14

$17.02
$6.48
$18.75
S16.80
$4.90

Si 7.02
S6.48
$18.75
S16.80
$4.90

Nathaniel

JC
Conrad

e3 -

SKILL 6: Add Date and Time Criteria


c*

QUERYTOOlS

HOME

EXTERNAL DATA

DATABASE TOOLS

Run

Results

All Access Obje... @ <


Search3

sX Delete Rows

Data Definition

Builder

ft

*] Billing Efron
Duplicate Entries

late Billings

UI UInsert Columns

V '
/

[u] Property Sheet

4Lf?1
7]
f t* Table Names
Totals Parameters

j* Delete Columns
J Return: (aU

Water Bills
3 AccountNumbe
LastName
FirstName
Street

EJ water Bills

S*

Query Setup

ft

Residents

Queries

31 Late Billings

Tables

= Insert Rows

U @ Pass-Through m

Select Make Append Update Crosstab Delete


Table
Query Type

Skills for Success *

OD Union

! EM +! A. B

View

Last_Flrst_acc02_Water: Database- F:\Access Chapter 2\Last_First_acc02_Water.accdb (Access 2007 - 2013 file form...

DESIGN

V BillinglD
AccountNumbe
BillingDate
Rate

4. Switch to Design view. In the BillingDate

column Criteria cell, replace the existing


criterion with Between 4 /1 /2 0 1 4 And
6/30/2014

*BL

Residents Search
Reports

3. Switch to Design view. In the


BillingDate column Criteria cell, replace
the criteria with > = 4/1/2014 Run the
query to display the 81 billing cycles with
balances due that occurred on or after
April 1,2014.

ft

Duplicate Entnes Report

5. Click an empty cell, and then with the


pointer, increase the width of the
BillingDate column to display all its
criteria, and then compare your screen
with Figure 3.

mField:
Table:
Sort
Show:
Criteria:

Between 4/i/2014 And 6/S0/2014*

Between... And
operator and tw o dates

Figure 3

u --------------- -- ---------------

HOME

View

CREATE

life Copy

Paste

PFormat Painter

T
Filter

All Access Obje...


Tables
sS Residents

DATABASE TOOLS

zi Ascending

T Selection*

?l Descending
1

* 3 Advanced

Clipboard

Search*

? -

Last_First_accQ2_Water: Database- F:\Access Chapter 2\Last_Firjt_acc02_Water.accdb (Access 2007 - 2013 file format) - Access
EXTERNAL DATA

Rtmo-.r Soit

Toggle Filter

H) -N
ff^
a

^ New

Totals

?ac Replace

a S

^ Spelling

-> Go To*

^ 1.

X Delete -

Sort & Filter

AccountNumber 3663-670946

More *

FirstName

JC
Conrad

BillingDate

30-Jun-14
30-Jun-l4

Billing

A m ountDue *

$16.80

$16.80

$4.90

$4.90

Overdue bills between


4/1/2014 and 6/30/2014

S3 Water Bills
Queries
g 3 Billing Errors

^ 3 late Billings
Residents Search

19

Duplicate Entries Report

The query answers the question, Which


billings from the second quarter of 2014 have a
balance due?

7. Click Save [S]. If you are printing this


project, print the datasheet in Landscape
view. Close [x ] the query

3 3 Duplicate Entries

When you widen a query column in the


design grid, the column will return to its
original width when the query is closed.

6. Run the query, and then compare your


screen with Figure 4.

=:
Tent Formatting

---------------------------------------------LastName

Calibri

L> Select

Records

Soderstrom
Paleaae

Skills for Success

The Between...And operator is a


comparison operator that finds all numbers
or dates between and including two values.
Here, the billing cycle must be between
April 1 and June 30,2014, to display in the
query.

You have completed Skill 6 of 10

I Record: H

1 of 2

Figure 4

Create Select Queries J Microsoft Access Chapter 2

477

SKILL 7: Group and Total Queries

| l OiSo'7

The Total row is added to queries


when you need summ ary statistics
calculations for groups of data such as
totals, averages, or counts.

*3

c*

HOME

QUERY TOOLS

CREATE

AE

EXTERNAL DATA

+!

DESIGN

GO Union

X Delete Rows

Data Definition

Table

1 Insert Columns
jfc' Delete Columns

S*ercn-

3. In the Water Bills list of fields, double


click BillingDate to add the field to the
second column. Click the BillingDate
column Total cell to display its arrow.
Click the cell's Total arrow, and then
from the menu, click Count.
The Count operator calculates the number
of records in each group. Here, the
number of billings for each month will be
calculated.
4. Repeat the technique just practiced to
add the Usage field to the third column,
and then change its Total cell value to
Avg. Compare your screen with Figure 2.

uD Residents

Billing Error*

3 3 Duplicate Entile*
J p late Billings
Residents Search
Oupiicate Entnes Report

Field diimn.tu;
Table: Water Bills
Total: Group By
Sort:
Show:
Criteria:
or
..

Group By selected in
Total row BillingDate cell

Figure 1

I a

*5

HOME

DATABASE TOOLS

EXTERNAL DATA

Table

Last_First_acc02_Water: Database- FAAccess Chapter 2lvLast_First_acc02_Water.accdb (Access 2007 - 2013 file form...

DESIGN

Table

f= Insert Rows

T * Insert Columns

_ \ Builder

gB Return: (aU____

X Delete Columns
Query Setup

Result*___________________________ Query Type


j P Queryt

Tables
H I Residents
3

AccountNumbe
BillingDate
Rate
Usage

Water Bills

Queries
^p Billing Error*
Duplicate Entries
5 3 Lte Billing*
jP

Residents Search

Reports
Id

Duplicate Entries Report

____________________

BillingDate
set to Group By

Field: BillingDate
Table: Water Bills
Total: Group By
Sort:

Skills for Success -

sShow ~

Data Definition

All Access Obje.. <

BillingDate
set to Count

BillingDate
Water Bills
Count

Usage set to
Avg (Average)

Figure 2

Microsoft Access Chapter 2 | Create Select Queries

QUERY TOOLS
CREATE

m
! Select
r-n Make
m Append
*i Update
/ ! Crosstab
m Delete
u sru .
View Run

Continue to the next page to complete the ski

AccountNumbe:
BillingDate
Rate
Utag*

~H Water BIU>

The Avg operator calculates the average of


the values in each group.

478

Totals enabled

Queries

2. On the Design tab, in the Show/Hide


group, click Totals. Add BillingDate to
the first column, and then compare your
screen with Figure 1.
The Total row is used to determine
how queries should be grouped and
summarized. By default, each column is
set to Group By. The Group By operator
designates which query column contains
the group of values to summarize as a
single record, one for each set. Here, totals
will be calculated for each month.

Tables

33

All Access Obje... |

1. On the Create tab, in the Queries group,


click the Query Design button. In the
Show Table dialog box, add the Water
Bills table, and then Close the dialog
box.

J} Return: .All

Builder

Table

Skill* for Succen - |T ^

|= Insert Rows

Pass-Through

Append Update

Last_Fir*t_eccQ2_Water: Database- FAAccess Chapter 2\Lest_Fint_accC2_Water.accdb (Acces* 2007 201J file form..,

DATABASE TOOLS

Totals Parameters

0 Property Sheet
r ! Table Names

SKILL 7: Group and Total Queries


-

HOME

m !

QUERYTOOlS
EXTERNAL DATA

CREATE

DATABASE TOOLS

(fD i ! +! A B

last_First_acc02_Water: Database- FAAccess Chapter 2\Last_First_acc02_Water.accdb (Access 2007 - 2013 file form...

DESIGN
I Insert Rows
f * Insert Columns
_______________________
;_____~
X Delete
Rotn
x Delete Columns

^ Pass-Through
.. ^
Data Definition

Show
Table

I?

Skills for Success -

-N Builder

V 1
HS[H] Pioperty Sheet
H i]
H r
Table Names
Totals Paiameteis

ri R'*1

Query Setup

All Access Obje...


Store*-

ft

US Residents
3

Usage
Billing
PaidDate
AmountPaid
AmountDue

Water Bills

Queries

H}3 Billing Erron


"5

The Sum operator calculates the total of the


values in each group.

Query t \

f>

Tables

5. Add the Billing and AmountDue fields,


and set their Total cells to Sum. Compare
your screen with Figure 3.

6. Save the query with the name Statistics


and then Run the query to display the
statistics for each month.

Duplicate Entries
late Billings

Pound signs in a numeric field indicate


that the values are too wide for the column.
Here, some of the averages have too many
decimals for the number to display in the
given column width.

3 ^ Residents Search
Reports
Id

ft

Billing and
AmountDue set to Sum

Duplicate Entries Report

Field: BillingDate
Table: Watei Bills
Total Group By
Soit:
Show.
Criteria:

BillingDate
Water Bills
Count

Billing
Watei Bills
Sum

AmountDue
Water Bills
33B

7. Switch to Design view. Click in the


Usage column to make it active, and then
on the Design tab, in the Show/Hide
group, click Property Sheet.

l3

339
Figure 3

Last_Fiist_acc02_Wateir*

| 4 > h
EXTERNAL DATA

Ascending

& Cut

_ row C0PV

& formal Paintei

Views

Clipboard______

Tables
3

Residents

Watei Bills

Queries

P
it

ft

Billing E11011
;J3 Duplicate Entries

3 ] Late Billings
Residents Search
r f l Statistics
Reports
h3

Duplicate Entnes Report

T f Selection

S i Descending

> Remove Soil T Toggle Filter

E J More>

BillingDate *

Skills foi Success fiic Replace

1Calibri

I"

+ Go To*

^Advancedl

* Select *

-Is

9. Repeat the technique just practiced


to change the caption of the second
BillingDate to Billing Count Change the
Billing caption to Total Billing and the
AmountDue caption to Total Due

I* -

Find

Soit & Filtei

All Access Obje...


Seoren-

Filter

_acc02_Water.accdb (Access 2007 - 2013 file format) - Access

Captions display in
column headings

DATABASE TOOLS

Billing Count -

Average Usage -

Total Billing

Total Due -

$778.09

($18.27)
$0.00

31-Jan-13 0
28-Feb-13
31-Mar-13

5
5
6

67.7
68.4

30-Apr-13

76.9
89.4

SI,541.50

113.0
126.7

S2.006.00
$2,312.25

78.8

S865.72
SI,069.96
$1,149.54

31-May-13
30-Jun-13

6
7

31-Jul-13
31-Aug-13
30-Sep-13
31-Oct-13

7,
7
&
8

126.7
128.1
112.7

30-NOV-13
31-DSC-13
31-Jan-M

S.
8:
&

83.9
61.3
46.8

$2,702.43
$2,743.20
$2,279.00
SI, 761.00
SI, 170.24
$903.67

28-Feb-lA
31-Mar-14

8:
8:

37.8

$753.60

30-Apr-14

8!

($1-00)
S51.1S
50.00
524.75
$0.45
S87.21
$55.58
$73.00

10. Close [x] the property sheet. Run the


query, set the column widths to Best
Fit, and then compare your screen with

Monthly statistics

$8.00

Figure 4.

$17.02
50.00
$2.94

50.1

$1,039.75

518.75

$1,312.22
Si,993.20

($17.08)

31-May-14

8:

53.3
73.7

30-Jun-14
31-JUI-14

81
S(

94.4

$2,643.90

$6.30

138.1

$4,199.38

$4,199.38

8. In the property sheet, click Format, click


the Format arrow that displays, and
then click Fixed. Display and click the
Decimal Places arrow, and then click 1.
Click in the Caption cell, and then type
Average Usage

The captions that were set previously in


the property sheet display in the datasheet
header row.

($32.01)

11 . Save [Bj the query. If you are printing

this project, print the datasheet in


Landscape orientation.

Average Usage
displays one decimal

12. Close [x] the query.


Figure 4

You have completed Skill 7 of 10


Create Select Queries ) Microsoft Access Chapter 2

479

SKILL 8: Add C alculated Fields to Queries


You can insert calculated fields into
queries. In queries, calculated fields need
an aliasa descriptive label used to
identify a field in expressions, datasheets,
forms, and reports.

I l ^ o ' 8

c*

HOME

SBCoro
y Foimat Painter

2. From the Residents table, add the

Filter

All Access Obje...


Seo'ch-

p
ft

2 3 Residents
Z 3 Watei Bill!

i l Descending

^Advanced

ft

Billing Error*

Selection'

Remove Sort Y Toggle Filter

Totals

fic Replace

Spelling
Save
Refresh
_
AH . X Delete * 0 More

Sort & Filter


Account Number
ik M - g m u r
2190-206791
3733-169378
3733-169378
1118-435018
3858-903451

Last Name
Thompson
Oshell
latourrette

First Name
Dannie
Regine
Cherryl

Ogando
Latourrette
Claybourne

Arcella
Cherryl

BillingDate Amount Due


30-A pr-13
$24.15
30-Apr-13
$5.29
$21.74
30-Apr-13
30-Jun-13
31-JUI-13
31-Aug-13

$24.75
$0.45
$20.79

Revelo

31-Aug-13

$14.31

Late Billings

4244-541805

Stevinson

Lindsey

31-Aug-13

2409-978053
3720-955586

Musolino
Gober

Percy
Ricky

30-Sep-13
30-Sep-13

$52.11
$19.67

31-Oct-13

S18.50

31-Oct-13
31-Oct-13
30-NOV-13

$8.75
$45.75
$8.00

31-Dec-13
28-Feb-14

$17.02
S6.48

31-Mar-14

$18.75

Statistics
Reports
L|

ft

Duplicate Entries Report

2688-715896

Kinds

Nathaniel

3742-347513
4345-308083

Ogando
Cherry
Wurth

Arcella
Emmett

2432-538029
1912-855441
1352-901957

AccountNumber, LastName, and


FirstName fields to the design grid.

t
Text Formatting

Find

"i Residents Search

Duplicate Entries

Select'

M ike
Charley

jP

Z3TT

* Go To*

3 3 Query) \

3742-347513

Queries

DATABASE TOOLS

zlAscending

Vltws_______ Cllpooarfl_______ i*

Tables

I. Click the Create tab, and then in the


Queries group, click the Query Design
button. In the Show Table dialog box,
add the Residents table, add the Water
Bills table, and then Close the dialog box.

L*st_First.accC2_Water : Database- F:\Acci s Chapter 2\Last_First_accQ2_Water.accdb (Access 2007 - 2013 file format) - Access
EXTERNAL DATA

CREATE

1311-355657

Holliman

Blair
Marco

Flnkel
Shines

Christel
Keena

$59.94

3. From the Water Bills table, add


BillingDate, and then in the BillingDate
column Criteria cell, type < 4 /1 /1 4

Billing Dates
are before 4/1/14

I
Amount Due
amounts are
larger than zero

4. From the Water Bills table, add

AmountDue, and then in the


AmountDue column Criteria cell, type
>0 Run the query, and then compare
your screen with Figure 1.
5. Click Save [Hj, and then in the Save As
dialog box, type Late Fees and then click
OK.

Figure 1

sSTy~TT

HOME

flew

Run

CREATE

QUERY TOOLS
EXTERNAL DATA

c P i " +! A

DATABASE TOOLS
0 0 Union

DESIGN
|= Insert Rows

Select Make Append Update Cra

Su Insert Columns
SgjRetum^H

Results_________________

6. Switch to Design view. In the


AmountDue column, clear the Show
cell check box so that the column will not
display in the datasheet.
7. With the [T] pointer, click in the first
blank column Field row. On the Design
tab, in the Query Setup group, click the
Builder button.

All Access Obje... 6


SeorertTables
3

Residents

39

Water Bills

Queries
Billing Errors
31

Duplicate Entnes

Ute Fees
jp Residents Search
Statistics
Reports
Duplicate Entries Report

8. In the Expression Builder dialog


box, type the following expression:
Penalty:[AmountDue]* 0.25 taking care
to include the colon. Compare your
screen with Figure 2.

FirstName
Residents
a

480

Microsoft Access Chapter 2 | Create Select Queries

BillingDate
Water Bills

AmountDue
Water Bills

0
<4/4/2014*

>0

Figure 2

Penalty: (AmountC y !

0
A

Show check
box cleared

The alias in a calculated field ends with a


colon. Here, Penalty will be the alias.

Continue to the next page to complete the skill

AceoaitNumber
l(Name
FirstName
BAngDate
Amoint&je

3 ] Ute Billings

SKILL 8: Add C alculated Fields to Queries


Last_Flrst_acc02_Water: Database- F:\Access Chapter 2\Last_First_accQ2_Wster.accdb (Access 2007 - 2013 file format) - Access
EXTERNAL DATA

' r i ,
BfeCopy
Paste
,
.
-! Formal Painter

'

View
.

Filter

1 Ascending

Tr Selection-

i i Descending

^Advanced *

J,# Remove Sort T Toggle Filter

All Access Obje...


p

Tables

33 (Undents
!3J Water Bills
Queries

ft

g ] Billing Error*

Ute Fees
Residents Search
Statistics
U

2 ] Totals

Refresh
A i|. A Delete *

ft

dfcft. ?ac Replace

Spelling
More -

Find

& x

PI

-11

* Go To*
C* Select *

Account Number

Last Name

First Name

Thompson

Dannie
Regine

30-Apr-13

Cherryl

30-Apr-13

5.435

Arcella
Cherryl

30-Jun-13
31-Jul-13

6.1875

2190-206791

Oshell

3733-169378

Latourrette
Ogando

3742-347513
3733-169378

Latourrette
Claybourne
Revelo
Stevinson

4244-541805
2409-978053
3720-955586
2688-715896

*3] Ute Billings

Reports

oD New
C i * N

IH iW H M

1118-435018
3858-903451

?p Duplicate Entries

? -

Skills for Success -

ft

Duplicate Entries Report

Musollno
Gober
Kinds

3742-347513
4345-308083
2432-538029
1912-855441

Ogando
Cherry
Wurth
Holliman

1352-901957
1311-355657

Flnkel
Shines

BillingDate *

Penalty

30-Apr-13

Mike

31-Aug-13

Charley

31-Aug-13
31-Aug-13
30-Sep-13
30-Sep-13
31-Oct-13
31-Oct-13
31-Oct-13
30-NOV-13
31-Dec-13
28-Feb-14
31-Mar-14

Undsey
Percy
Ricky
Nathaniel
Arcella
Emmett
Blair
Marco
Christel
Keena

Alias displays

in column header

6.0375
1-3225

0.1125
5.1975
3.5775
13.0275
4.9175
14.985
4.625
2.1875
11.4375
2
4.255

11. Click Save (Hj, and then switch to Design


view. If necessary, click in the Penalty
column to make it active.

1.62
4.6875

12. Click the Property Sheet button to open


it. In the property sheet, display and
click the Format arrow, and then click
Currency. Close [x] the property sheet.
Figure 3

Last_First_acc02_Water: Database- FAAccess Chapter 2\Last_First_accQ2_Water.accdb (Access 2007 - 2013 file format) Access

Ascending

v Format Painter

Filter

/ Remove Sort T Toggle Filter

Clipboard______ <i_

All Access Obje...


SearchTables
3

fi
ft

Residents

Queries

3 ] Billing Errors
Hp Duplicate Entries
rp Ute Billings
^3 Ute Fees
rp

Residents Search
Statistics

Reports
Ul

Duplicate Entiles Report

ft

y Totals
Spelling

Refresh
AH - A Delete * m More Records

Sort 8t Filter

-ic Replac

Account Number
1209-154350
2190-206791

3733-169378
1118-435018
3858-903451
4244-541805
2409-978053
3720-955586
2688-715896

Last Name
Thompson
Oshell
Latourrette
Ogando
Latourrette
Claybourne
Revelo
Stevinson
Musollno
Gober

3742-347513
4345-308083

Kinds
Ogando
Cherry

2432-538029
1912-855441

Wurth
Holliman

1352-901957

Flnkel

1311-355657

Shines

Find

I2 E Z

jCalibri

Go To
C} Select

FirstName

BillingDate -

Dannie
Regine

30-Apr-13
30-Apr-13

Cherryl

30-Apr-13

Arcella
Cherryl
Mike

30-Jun-13
31-JUH3
31-Aug-13

Charley

31-Aug-13
31-Aug-13

Undsey
Percy
Ricky
Nathaniel

Penalty $6.04

Adj Amount Due

$1.32
$5.44

$6.61
S27.18
$30.94

$6.19
S0.11
$5.20
S3.58

30* Sep-13
30-Sep-13
31-OCT-13

$13.03
S4.92
$14.99
$4.63

Arcella
Emmett

31-Oct-13
31-Oct-13

$2.19
$11.44

Blair

30-NOV-13

$2.00

Marco

31-Dec-13
28-Feb-14
31-M*r-14

$1.62

Christel
Keena

A - f -

a -

Find

3 3 Ute fees\

3733-169378
3742-347513

2 3 Water Bills

T f Selection *
t l Advanced*

Skills for Success

DATABASE TOOLS

11 Descending

S4.26
$4.69,

and insert the expression.

In the last column, the alias Penalty


displays in the header row. The result of the
expression displays in each record. Here, a
25% penalty is derived by multiplying 0.25
by the amount due.

Results of
expression

AmountDue
column does not display

EXTERNAL DATA

9. Click OK to close the Expression Builder

10. Run the query, and then compare


your screen with Figure 3. If the Enter
Parameter dialog box displays, click
Cancel, and then repeat steps 6 through 8
carefully checking your typing.

Sort & Filter

Clipboard

StartK.

DATABASE TOOLS

$30.19

Alias displays
in column header

$24.59
$74.93
S23.13
$10.94

14. In the Expression Builder dialog box,


type the following alias and expression:
Adj Amount Due: [AmountDue] +
[Penalty]
Because an alias represents a field name,
when an alias is used in an expression, it
is enclosed in square brackets. Here, the
Penalty alias is used to add the penalty to
the original amount due.

$0.56
S25.99
$17.89
S65.14

13. Click the first blank column Field cell,


and then in the Query Setup group, click
Builder.

Penalty added
to Amount Due

15. Click OK, and then Run the query. Set


the column widths to Best Fit, and then
compare your screen with Figure 4.

$57.19
$10.00
$21.28
$8.10
$23.44

16. Click Save [H], If you are printing this


project, print the datasheet in Landscape
orientation.
17. Close [x] the query.

You have completed Skill 8 of 10


Figure 4

Create Select Queries | Microsoft Access Chapter 2

481

SKILL 9: Work with Logical Operators


When criteria are in more than one column,
the placement of the criteria in the design
grid rows determines whether one or both
of the criteria must be true for the record to
display.

| I C^o'9
H

'

QUERY TOOl5
CREATE

HOME

X I

OD Union
0>.Thrn>.>tK
Pass-Through

1 1~
Show
Table

f Insert Rows

JP Insert Columns

?t
i X rwi*
Delete On
Rows

.U *. rli.mn
x n
Delete
Column*

'V '

HZ.

[H] Property Sheet

^
c f Table Names
Totals Parameters

Return: |AU

i?1* Builder

Show/Hide

Water Bills

Residents
*

S3 Residents
a

rjp Billing Errors

3 J Duplicate Entries
:J3 late Billings
I

^5 Residents Search

__

'i AccountNumber
UstName
FirstName
Street
Apt
ZIP
WaterMeter

S3 Water Bills
Queries

Billing Ei

seartn.

V BillinglD
AccountNumber
BillingDate
Rate
Usage
Billing
PaidDate
AmountPaid
AmountDue

Late Fee*

Statistics

I Reports

j U

Field: AccountNumber
Table: Residents
Sort:
Show:
0

fi 1

Duplicate Entries Report

Or row

LastName
Residents

FustName
Residents

BillingDate
Water Bills

Rate
Water Bills

Usage
Water Bills
Ascending
0

Additional
or rows

4. Switch to Design view. In the Usage


column Criteria cell, type Is Null Below
the value just typed, in the Usage column
or cell, type <0 Compare your screen
with Figure 1.
The Is Null and Is Not Null operators test
if a field is empty or not empty.
5. Run the query to display only the
records for which the Usage value is
empty or less than 0.

Figure 1

WTT---- -------------jp jf lB

m
View

HOME

CREATE

auERY TOOlS

EXTERNAL DATA

DATABASE TOOLS

! cP uU +! ! ED !*
Run

Select Make Append Update Crosstab Delete

0 0 Union
<> Pass-Through

Last_Rrst_ac<02_Water: Database- F:\Accejj Chapter 2\Last.First_acc02.Water.aecdb (Acee s 2007 - 2013 file form...

When two criteria are placed in different


rows in the design grid, the Or logical
operatora logical comparison of two
criteria that is true if either of the criteria
outcomes is trueapplies. Because the
two criteria in this query can be combined
into a single row, they were automatically
combined with the Or operator separating
them.

All Access Obje... j


SeoreK.
Tables

Insert Rows
}X Delete Rows

fcff. Data Definition

Builder

[HI Property Sheet

T 1Insert Columns
X Delete Columns
J Return: All

Totals Parameters

Table Names

A |
f AccountNumber
LastName
FirstName
Street

water Bills

Queries
3 1 Billing Errors
Hp Duplicate Entries
^3

Ute Billings

J3

Ute Fees

BillingDate
Rate
Usage

ZIP

Residents Search
33

Statistics

IS

Duplicate Entries Report

Field:
Table:
Sort:
Show:
Criteria:
or

FirstName
Residents

BillingDate
water Bills

Rate
Water Bills

Usage
Water Bills
Ascending
0

t
Or criteria
placed into one cell

CQBHH
Figure 2

Microsoft Access Chapter 2 | Create Select Queries

51

P 1

H3 Residents

Skills for Succes

DESIGN

Query Setup

6. Save
and then Close [x j the query. In
the Navigation Pane, right-click Billing
Errors, and then dick Design View.
Compare your screen with Figure 2.

Stall* for Succei

Query Setup

I All Access Obje... ]j

3. Run the query, notice that the Usage


values that are empty or negative are
listed first.

482

14 * I

Last_Fir*t_acc02_Water: Database- F:VAccess Chapter 2\LstJ:irst_acc02_Water.accdb (Access 2007 - 2013 file focm...

DESIGN

K Data Definition

1. In the Navigation Pane, under Queries,


right-click Billing Errors, and then from
the shortcut menu, click Design View.

Continue to the next page to complete the skill

y |

DATABASE TOOLS

^
Make Append Update Crosstab Delete;

Tables

2. In the Usage column, click the Sort cell,


click the arrow that displays, and then
click Ascending.

EXTERNAL DATA

SKILL 9: Work with Logical Operators


i

Last_Flrst_acc02..Weter: Database- F '.Access Chapter Alast_Fir*t_acc02_Water,accdb (Access 2007 - 2013 file formal) - Access
HOME

EXTERNAL DATA

CREATE

<)f) Cut

z i Ascending
1
Filter

BfeCopy

Kte

DATABASE TOOLS

y Fonnat Painu

T< Selection *

Descending ^Advanced*

IQ ,

M Near

5 1 Totals

J f Save

J 4

Spelling

fic Replace

Find

; * Remove Sort T Toggle Filter

Calibri

k Select*

8. Run the query, and notice that both the


Usage and Rate columns contain errant
valuesRate should not be 0 and Usage
should not be empty-as shown in

A*
Text Formatting

All Access Obje... a .< ]


Startle

Account Number -

p
a

Last Name *

First Name -

H olliman

Marco

BillingDate *
31-Mar-13

Rate *

Usage

0.00

Residents
2 3 Water Bills
Queries

Figure 3.

Bitting Errors

Rate and Usage cells


contain data entry errors

Duplicate Entries
Ute Billings
J

When two criteria are placed in the same


row, the A nd logical operatora logical
comparison of two criteria that is true only
when both criteria outcomes are true
applies. Here, records are selected only
where the Usage and Rate columns both
have errors.

late Fees

HP Residents Search
jP

Statistics

Reports
II I

7. In the Rate column Criteria cell, type Is

Null Or <=0

IE

+ Go To

Clipboard

Tables

Skills for Success

Duplicate Entnes Report

9. Switch to Design view. In the Rate

column Criteria row, delete the criteria.


In the Rate column or row (the row
below the Criteria row), type Is Null Or
<=0 and then compare your screen with
Figure 3

Figure 4.
Here, records are selected if either the
Usage or Rate column have errors.

rar

*>

QUERY TOOlS

HOME

CREATE

EXTERNAL DATA

! EP I" +!

Run

/\

DATABASE TOOLS

5*

Last_First_acc02_Water Database- F:\Access Chapter AL*st_Firft_acc02_Water.accdb (Access 2007 - 2013 file form...

DESIGN
Insert Rows

0 0 Union
Pass-Through

Select Make Append Update Crosstab Delete

Data Definition

Skills for Success


Xu Insert Columns

]X Delete Rows

X Delete Columns

JK Return; All

Builder

fFI Property Sheet

Totals Parameters

*5* Table Names

Query Setup

All Access Obje... *


Stare*Tables
3

f-

S I Water SHU
Queries

11. Save M and then Close [x] the query.

Residents

3 ] Billing Erron
^P Duplicate Entries
^ 5 LM* Billing*
JP Ute Fees

10. Run the query to display six records that


match the criteria. If you are printing
your work for this project, print the
datasheet.

V AccountNumber
LastName
FirstName
Street
Apt
Zip

W BillinglD
AccountNumber
BillingDate
Rate
Usage
Billing
PaidDate
AmountPaid

You have completed Skill 9 of 10

Residents Search
J 3 Statistic)
Reports
Duplicate Entnes Report

ft

FirstName
Residents

BillingDate
Water Bills

Rate
Water Bills

Usage
Water Bills
Ascending
0

Is Null O r.-O

t
Criteria
moved to

or row

Figure 4

Create Select Queries j Microsoft Access Chapter 2

483

SKILL 10: Add Wildcards to Query Criteria


A wildcard is a special character, such as
an asterisk, used in query criteria to allow
matches for any combination of letters or
characters.
Using wildcards, you can expand your
search criteria to find a more accurate
subset of the data.

| I Cmlo'10
7

La*t_Firat_acc02_Wter. Database- FAAccess Chapter 2\La*t_Fir*t_acc02_Water.accdb (Access 2007 - 2013 file format) - Access
EXTERNAL DATA
tfjH.
9 LJ F Copy
Paste
>v Format Painter

View

Clipboard

All Access Obje...


Tables
3

Ascending

T i Selection -

i ! Descending
' .- Remove Sort

Advanced *
T Toggle Filler

IP ^.

im New

J Totals

,,y
l S Save
*SSoellino
Spelling
Refresh
_
&j| .
Delete (HJ More *

Sort & Fitter

a x

IJ AI
Find

Records

?ic Replace
- * GoTo*
*

^ Select-

Tent Formatting

Find

Duplicate Entries \
AccountNumber *

LastName *

FirstName

Jones
Jones

2361-257740

Residents

Skills for Success n

DATABASE TOOLS

W illiam
Will

Street
27721N Lawson la PI
27721N Lawsonia PI

Zip

W aterM ete r

93464 B2978959
93464 B2978959

3 3 Water Bill!
Queries
Billing Errors

1. In the Navigation Pane, under Queries,


right-click Duplicate Entries, and then,
from the shortcut menu, click Design
View.

Duplicate Entries

William and Will match


wildcard criterion

u te Billings
^

U U fee*
Residents Search

Statistics

Reports
Ouplicate Entries Report

2. In the LastName column Criteria cell,


type Jones In the FirstName column
Criteria cell, type William and then
Run the query to display the record for
William Jones.
William Jones reports that he receives
three bills each month. However, with the
current criteria, his record is listed one time.

3. Switch to Design view. In the FirstName


column Criteria cell, replace the existing
criterion with Will* Run the query, and
then compare your screen with Figure 1.
The asterisk (*) wildcard character
matches any combination of characters.
Here, the two first names begin with Will
but end differently.
4. Switch to Design view, and then compare
your screen with Figure 2.

*> -

c*

HOME

s
CREATE

QUERY tOOtS

d d f l ! s ! H

Select Make Append Update Crosstab Delete


Table
Results____________________

View

Run

All Access Obje...

Last_Flrst_acc02_Water: Database- F:\AccessChapter2\Last_First_acc02_Watef.accdb (Access 2007 - 2013 file form-

DESIGN

DATABASE TOOLS

EXTERNAL DATA

@ Pass-Through
Data Definition

'
Show
Tab|e

JX Delete
Oeiete Rows
nows
.
Builder

Tables
Residents

Watei BiHs

Billing Errors

^ 3 Duplicate Entries

f AccountNumbe
LastName
FirstName
Street
M .

-3 ute Billings

When you include wildcards, the criterion


needs to start with the Like operator.
If you don't type the Like operator, it
will be inserted automatically when the
query is run.

ute Fees
Residents Search
jS

Statistics

Ifl

Duplicate Entries Report

Like operator
added to
wildcard criterion

Continue to the next page to complete the skill


Figure 2

484

Microsoft Access Chapter 2 | Create Select Queries

t u Insert Columns

(^] Property Sheet

5? Delete Columns
,---------------- 1 Totals Parameters
5 ? Return: [All

Query Setup

1^3 Duplicate Entries

Search.
3

Skills for Succes


Insert Rows

Table Names

Show/Hide

SKILL 10: Add Wildcards to Query Criteria


Last_First_acc02.Water: Database- F:\Access Chapter 2\Last.Firct_acc02_Water.accdb (Access 2007 - 201J file format) - Access
EXTERNAL DATA

*View Paste
fc iE
,
,
.

Filter

<* Format Painter

All Access Obje...


Tablei

p
*

ZD (Undents
3

? i Ascending

T Selection'

i i Descending

^Advanced-

Remove Sort Toggle Filter

Skills for Success *


IP U

id New

X Totals

tlfSavc
5 Spelling
Refresh
ah . X Delete (=i! More *

*4

? Replace

,C||(bf|

Find

* Go To
To*.
Selectfe Select'

_
H

Sort & Fitter

Views________Clipboard_______rs

Seorrt.

DATABASE TOOlS

--------- ------------- 7 | ;:
U

Find

A* .
Hi Formatting

Duplicate Entries
Account Number

Last Name FirstName

Street

Zip - W aterM ete r

BCT1 H B B !

Jones

27721N Lawsonia PI

93464 B2978959

148B-862984

Jones

27721N Lawsonia PI

93464 B2978959

2361-257740

Jones

27721 N Lawsonia PI

93464 B2978959

William

The question m ark (?) wildcard character


matches any single character. Common
wildcard characters supported by Access
are summarized in the table in Figure 4.

Water Bills

Queries

^ 3 Billing Errors
j?

Duplicate Entnes

William, Bill,
and Will match

3 ] Ute Billings

Late fees

Hp Residents Search

6. Save [ 0 , and then Close [x] the query.

wildcard criterion

Statistics
Reports
yi

5. In the FirstName column Criteria cell,


replace the existing criterion with Like
"Till*" Run the query to display the three
duplicate records for William Jones.
Compare your screen with Figure 3.

7. In the Navigation Pane, under Reports,


double-click Duplicate Entries Report.
If you are printing this project, print the
report.

Duplicate Entnes Report

Recall that reports are often used to display


the results of queries. Here, the report
displays the results of the Duplicate Entries
query.

8. Close [x ] the report.


Figure 3

Common Access Wildcard Characters

Because you did not make any design


changes to the report, you do not need to
save it.

9. Close [ x ] Access. Submit your printouts


or database file as directed by your
instructor.

Character

Description

Example

Matches any num ber o f characters.

Don* matches Don and Donna, b u t not


Adonna.

Matches any single alphabetic character.

D?n matches Don and Dan, b u t n o t Dean.

[]

Matches any single character in the

D[ao]n matches Don and Dan, but not Den.

DONE! You have completed Skill 10 of 10, and


your database is complete!

brackets.
#

Matches any single numeric character.

C-#PO matches C-3PO, b u t n o t C-DPO.

Figure 4

Create Select Queries j Microsoft Access Chapter 2

485

More Skills
The following More Skills are located a t www.pearsonhighered.com/skills

More Skills

CD

Export Queries to Excel


In More Skills 11, you will export a query to an Excel spreadsheet
and then open the query in Excel.

There are times when you need to work with data in a table or
query using another application. Access can export database
tables and queries into several file formats that are used by other
applications. For example, you can export a table to a Word
document or an Excel spreadsheet.

More Skills

To begin, open your web browser, navigate to


www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

Export Queries as Web Pages

You can export queries as web pages so that they can be shared on
the Internet. When published as a web page, anyone connected to
the Internet can view the query results using a web browser.

To begin, open your web browser, navigate to


www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

In More Skills 12, you will export a query as a web page, and
then open the web page in Internet Explorer.

More Skills 13

Link to External Data Sources

You can link to data stored in other files. These files can be
created in other applications such as Excel or Access. When
you link to external data, you can include them in queries and
reports. You cannot change any data, however, unless you open
the external file.

and join them in a relationship that does not enforce referential


integrity.
To begin, open your web browser, navigate to
www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

In More Skills 13, you will link to an external Excel worksheet


and an external Access table. You will open and view both tables

More Skills

CD Create Crosstab Queries

The Crosstab Query Wizard creates a special query that


calculates the results of two groupings. One group displays
down the left column, and the other group displays across the
top. Each remaining cell in the query displays a total, an average,
or other summary statistic for each pair of groupings.

In More Skills 14, you will create a crosstab query.


To begin, open your web browser, navigate to
www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

Please note th at there are no additional projects to accom pany the More Skills Projects, and they are not covered
in the End-of-Chapter projects.

486

Microsoft Access Chapter 2 | Create Select Queries

Review
The following table summarizes the SKILLS AND PROCEDURES covered in this chapter.
I
J

Skills
Number

Task

Step

Create queries (Simple Query Wizard)

Create tab - > Queries gro up -> Query Wizard

Add query criteria

In th e Criteria row, typ e th e criteria in the column(s) w ith the values you wish to filte r

Add calculated fields to tables (Datasheet view)

Fields tab > Add & Delete g ro up > M ore Fields > Calculated Field click the desired data typ e

Add calculated fields to tables (Design view)

Data Type arrow > Calculated

Create queries (Design view)

Create tab > Queries gro up > Query Design

Add tables to queries in Design view

Design tab -> Q uery Setup gro up - Show Table

Group and total queries

Design tab -> Show/Hide gro up >Totals Group first column(s), set Totals row to statistic for
o th e r column(s)

Criteria:
2

Equals the word five

"five"

Equals the num ber 5

Greater than 5

>5

Less than or equal to 5

<=5

Does not equal 5

Not 5 or <>5

Is after July 5,2014

>#7/5/2014#

Is between July 5 and 10,2014

Between #7/5/2014# And #7/10/2014#

Equals the Rate field plus 5 and is labeled Extra

Extra: [Rate]+5

Cell is em pty

Is Null

One or both criteria are true

"W ill" Or "Bill"

Both criteria m ust be true

"W ill" And "Bill"

10

Contains the w ord five

Like "*five*"

10

Can be Bill or Will but not Cerill

Like "?ill"

Create Select Queries | Microsoft Access Chapter 2

487

Review

Key Terms
Alias...........................................480
And logical operator............. 483
Asterisk (*) wildcard............. 484
AutoComplete........................468
Avg............................................. 478
Between...And operator . . .477

Online Help Skills


1Start Access 2013, and then in the upper right comer of the start page, click the
Help button [?].
2. In the Access Help window Search help box, type query criteria and then
press [Enter |.
3. In the search result list, click Examples of query criteria, and then compare
your screen with Figure 1.

Calculated field......................470
Comparison operator...........474
Count.........................................478

Access Help

tSS #

A* [ query criteria

Criteria.......................................468
Expression................................ 470
Group By.................................. 478
IntelliSense.............................. 468
Is Not N u ll.............................. 482
Is N u ll.......................................482
Or logical operator............... 482
Query.........................................466
Query design grid................. 468
Query design workspace. . . 468

Examples o f query criteria

Query criteria help you zero in specific items in a database. If an item matches all the criteria
you enter, it appears in the query results.
To add criteria to a query, open the query in Design view and identify the fields (columns) you
want to specify criteria for. If the field is not in the design grid, double-click the field to add it to
the design grid and then you can enter the criterion in the Criteria row for that field. If you're
not sure how to make this happen, see introduction to queries.
Here are some examples of commonly used criteria you can use as a starting point to create
your criteria. The examples are grouped by data types.
Examples of criteria for Text fields
Lets say we have a contacts information table. The examples below show various criteria for the
CountryRegion field in that query. The highlighted Criteria row is where you would add the
criterion.

Question mark (?) wildcard 485


Quick I n f o ..............................468
Select q u ery ............................466

j C o n ta c ts

V ID
LastName
FirstName

S u m ...........................................479

BirthDate
City

Summary statistic................. 478

CountryRegion

W ildcard.................................. 484
Figure 1
4. Read the article to answer the following question: How might you use Not, In,

and Len in your criteria?

488

Microsoft Access Chapter 2 | Create Select Queries

Review

Matching (

MyiTLab-)

Match each term in the second column with its correct definition in the
first column by writing the letter of the term on the blank line in front of
the correct definition.
__

1 A database object used to ask questions about the data stored in


database tables.

A And

__

2. Conditions in a query used to select the records that answer the


query's question.

C Calculated

__

3. A field in a table or query that derives its values from other fields
in the table or query.

E Criteria

__

4. Less than (<) and greater than (>) are examples of this type of
operator.

__

5. In the query design grid, two criteria placed in the same row use
this logical operator.

B Asterisk (*)

D Comparison

F Or
G Query
H Question mark (?)

6. To add summary statistics to a query, this row must be added to


the query.

I Null
J Total

7. When two criteria are placed in different rows in the query


design grid, this logical operator will be applied.
8. An operator that tests if a field is empty.
9. This wildcard character can represent any combination of
characters.
10. This wildcard character can represent any single character.

BizSkilis
Video

1. If you could apply just one of the tips provided in this


video to help manage your current priorities, which
one would you choose? Why?

2. What techniques do you currently use to set a plan for


your day? What other techniques could help you do
this better?

Create Select Queries | Microsoft Access Chapter 2

489

Review

Multiple Choice

MyiTLab-)

Choose the correct answer.


1. A query that displays records without changing the
data in a table.
A. Select
B. Simple
C. View
2. In a query, criteria are added in this view.
A. Datasheet
B. Design
C. Workspace
3. An IntelliSense box that explains the purpose of the
selected AutoComplete.
A. Balloon
B. Quick Info
C. ScreenTip
4. In a query, results are displayed in this view.

A. Datasheet
B. Design
C. Design grid
5. A combination of fields, mathematical operators,
and pre-built functions that calculates values.
A. Comparison operator
B. Expression
C. Quick Info

6. In query criteria, dates are surrounded by this


character.
A. >
B. !
C. #
7. A calculation for a group of data such as a total, an
average, or a count.
A. Calculated column
B. Group formula
C. Summary statistic
8. An operator that finds all numbers or dates
between and including two values.
A. And...Between
B. Between...And
C. In...Between
9. A descriptive label used to identify a field in
expressions, datasheets, forms, and reports.
A. Alias
B. Label
C. Name
10. The operator that is placed at the beginning of
criteria that contain wildcards.
A. Like
B. Similar
C. Wildcard

Topics for Discussion


1. You have created queries using the Simple Query
Wizard and using Design view. Which method do you
prefer, and why? What situations may be better suited
to using the Simple Query Wizard? What situations
may be better suited to using Design view?

490

Microsoft Access Chapter 2 | Create Select Queries

2. Data that can be calculated from existing fields can


be entered manually into its own field, or it can be
included as a calculated field in a table or query.
Which method would produce the most accurate
results, and why?

Review

Skills Review

b' )

To complete this project, you will need the following file:


acc02_SRElectricity

You will save your database as:


Last_First_acc02_SRElectricity
1. Start Access 2013, and then open the student data file acc02_SRElectricity. Save
the database in your Access Chapter 2 folder with the name Last_First_acc02_
SRElectricity If necessary, enable the content.
2. Open the Billing Cycles table in Datasheet view. In the last column, click the
Click to Add arrow, point to Calculated Field, and then from the submenu,
click Currency.

Figure 1

3. In the Expression Builder, add the following expression:


[UsageFee] - [AmountPaid]
4. Click OK, and then replace the selected text Fieldl with BalanceDue

5. Compare your screen with Figure 1, and then Save and Close the table.
6. On the Create tab, in the Queries group, click Query Design. Add both tables
to the query workspace, and then Close the Show Table dialog box.
7. From the Residents table, add the AccountNumber, LastName, and
FirstName fields to the design grid.
8. From the Billing Cycles table, add the CycleDate, UsageFee, and BalanceDue
fields to the design grid.
9. In the CycleDate column Criteria cell, type Between 6 /1/2014 And 6/30/2014
10. In the BalanceDue column Criteria cell, type >1 Or Is Null
11. Click Save, type Penalties Query and then click OK.
12. Click the first blank Field cell, and then in the Query Setup group, click
Builder. In the Expression Builder, add the following expression: Penalty:
[BalanceDue] * 0.2 Click OK. In the Show/Hide group, click Property
Sheet, and then change the calculated field's Format to Currency. Close the
property sheet.

Figure 2

13. Run the query, compare your screen with Figure 2, and then Save and Close
the query.

Continue to the next page to complete this Skills Review


Create Select Queries | Microsoft Access Chapter 2

491

Review
14. On the Create tab, in the Queries group, click Query Wizard, and then in the
New Query dialog box, click OK.
15. In the Simple Query Wizard, click the Tables/Queries arrow, and then click
Table: Residents.
16. Click AccountNumber and then click the Move button. Repeat the procedure
to move LastName and FirstName.
17. Click the Tables/Queries arrow, and then click Table: Billing Cycles. Move
CycleDate and UsageFee into Selected Fields, and then click Next two times.
In the last Wizard screen, change the query name to Resident Statistics and then
click Finish.
18. Switch to Design view, and then in the LastName column Sort cell, set the
value to Ascending.
19. On the Design tab, in the Show/Hide group, click Totals. Change the
LastName, FirstName, and CycleDate columns Total cells to First. Change the
UsageFee column Total cell to Avg.
20. Click in the LastName column, open the property sheet. In the property sheet
Caption box, type Last Name Click the FirstName column, and then change
the Caption property to First Name
21. Click the UsageFee column. In the property sheet, change the Format to
Currency, the Caption to Average Bill and then Close the property sheet.
22. In the CycleDate column Criteria cell, type <1/1/2014 Clear the CycleDate
column Show cell check box, and then Run the query.
23. Compare your screen with Figure 3, and then Save and Close the query.
24. Open Data Errors Query, and then switch to Design view. In the LastName
column Criteria cell, type Like Thomps?n
25. In the FirstName column Criteria cell, type Ralph
26. In the ElectricityUsage column or cell, type Is Null
Figure 4

27. Run the query and then compare your screen with Figure 4. Save, and then
Close the query.
28. Open Data Errors Report. If you are printing your work, print the report.
29. Close the report, and then Close Access. Submit your work as directed by your
instructor.
DONE! You have completed this Skills Review

492

Microsoft Access Chapter 2 | Create Select Queries

Assessment

Skills Assessment 1

My!Ilab* j

To complete this project, you will need the following


file:
acc02_SAlProperties

You will save your file as:


* Last_First_acc02_S AT Properties

1. Start Access 2013, and then open acc02_SAlProperties. Save the


database in your chapter folder as Last_First_acc02_SAl Properties
2. In the last column of Parcels table datasheet, add a Currency
calculated field that is derived by multiplying the Value field by
0.01206 Name the field Taxes and then Save and Close the table.
3. Use the Simple Query Wizard to start a query with the Owner field
from the Parcels table, and the ZoneName field from the Zones
table. Name the query Tax Payments and then Finish the wizard.
4. In the Tax Payments query, add text criteria with a wildcard so that
only records with Residential in their zone name result.
5. In the Tax Payments query, set the ZoneName column so that it
does not show when the query is run.
6. Add a calculated field with the alias Payments that divides the
Taxes field by two (Taxes/2). Set the field's Format property to
Currency. Run the query and compare your results with Figure 1.
Save and Close the query.
7. Create a new query in Design view, and then add the Zones and
Parcels tables.
8. From the Zones table, add the ZoneName field, and then from the
Parcels table, add the Value field three times.
9. Add the Totals row and group the query by ZoneName.
10. Set the first Value column summary statistic to Count each group,
and then change its Caption property to Number of Parcels

14. Save the query with the name Zone Values and then Run the query.
Set the datasheet column widths to Best Fit, and then compare your
results with Figure 2. Save, and then Close the query.
15. Open the Outdated Assessments query in Design view. In the
LastAssessed column, add criteria so that values that are either
before 1/1/2013 or are empty (Null) will display in the query
datasheet. Run the query and verify that 24 records result. Save and
Close the query.

11. Set the second Value column summary statistic to Sum each group,
and then change its Caption property to Total Value

16. Open the Assessments Needed report to view the 24 records from
the Outdated Assessments query. If you are printing your work,
print the report.

12. Set the third Value column summary statistic to average (Avg) each
group, and then change its Caption property to Average Value

17. Close the report and then Close Access. Submit your work as
directed by your instructor.

13. Set the third Value column Sort order to Descending.

DONE! You have completed Skills Assessment 1


Create Select Queries | Microsoft Access Chapter 2

493

Assessment

Skills Assessment 2
To complete this project, you will need the following
file:
acc02_SA2Fleet

You will save your database as:


Last_First_acc02_SA2Fleet

1. Start Access 2013, and then open the student data file
acc02 SAFleet. Save the database in your chapter folder as
Last_First_acc02_SA2Fleet

Figure 1

2. In the last column of the Fleet Services table, add a calculated field
that is derived from the product of the Miles and MileageRate
fields (Miles * MileageRate). Name the field MileageFee Assign it
the Currency result type and add the caption Mileage Fee Save and
Close the table.
3. Use the Simple Query Wizard to start a query with the Department
field from the Departments table and the StartDate field from the
Fleet Services table. Name the query Police and Fire Travel and
accept all other wizard defaults.
4. In the Police and Fire Travel query, add text criteria so that the
Department can be from the Fire or Police department. Run the
query, verify that 29 records result, and then Save.
5. In Design view, set the query to sort in ascending order by
StartDate. Add criteria so that only records with a StartDate
between 1/1/2014 and 7/31/2014 result.
6. Add a calculated field with the alias Charge that adds the BaseFee
and MileageFee columns (BaseFee + MileageFee). Run the query
and compare your results with Figure 1. Save and Close the query.
7. Create a new query in Design view, and then add the Departments,
Employees, and then the Fleet Services tables.
8. From the Departments table, add the Department field, and then
from the Fleet Services table, add the ServicelD field, and then add
the Miles field two times.
9. Group the query by Department, and then Count the ServicelD in
each group. Set the first Miles column to total each group, and the
second Miles column to average each group.
494

Microsoft Access Chapter 2 | Create Select Queries

Figure 2

10. Set the ServicelD column Caption property to Trips and the first
Miles column Caption property to Total Miles
11. Set the second Miles column properties so that the datasheet
displays no decimals and the column's caption will be Average Trip
Length Close the property sheet.
12. Save the query with the name Department Travel and then Run
the query. Set the datasheet column widths to Best Fit, and then
compare your results with Figure 2. Save, and then Close the query.
13. Close Access, and then submit your work as directed by your
instructor.
DONE! You have completed Skills Assessment 2

Assessment

Visual Skills Check


To complete this project, you will need the following file:
acc02_VSPermits

You will save your database as:


Last_First_acc02_VSPermits
Open the database acc02_VSPermits, and then
using your own name, save the database as
Last_First_acc02_ VSPermits
Create a query with the results shown in
Figure 1. Name the query Fence Permits
Due and add the columns as shown. Add a
calculated field with the alias Balance and then
add criteria that answer the question, Which
fencing projects have balances due? Six records
should result.

Fence Permits Due

Record

Start Date *

P ro ject T itle

W o rk Location

Fee

Paid to D ate -

Balance

B4141621FENC

8/1/2014 JOBS RESIDENCE FENCE

4069 S S h a ffe r M e a do w Ln

$49.50

$0.00

$49-50

B4078864FENC

8/6/2014 FENCE MATH A 1 RESIDENCE

1448 S L ighthouse PI

S49-5G

$0.00

$49.50

B6603712FENC

8/6/2014 FENCE FEHRS RESIDENCE

3596 S B ethany Bay PI

$49.50

$15.00

$34.50

B5357156FENC

8/13/2014 POSTMA RESIDENCE

5674 W S plit W ood

$49.50

$25.00

$24.50

B5119759FENC

8/15/2014 FENCE TUR RESIDENCE

3102 W Cubola Av

$49.50

$0.00

S49.50

B9460314FENC

8/17/2014 FENCE ESCHE RESIDENCE

3234 N E n te rta in m e n t Av

$49.50

$0.00

$49-50

SO.OO

Figure 1

Submit your work as directed by your


instructor.
DONE! You have completed Visual Skills Check

Create Select Queries | Microsoft Access Chapter 2

495

Assessment

My Skills
To complete this project, you will need the following file:
accOIJVIYBaseball

You will save your database as:


Last_First_acc02_MYBaseball
1. Start Access 2013, and then open
acc02_MYBaseball. Save the
database in your chapter folder as
Last_First_acc02_MYBaseball

8. Save the table, and switch to Datasheet


view. Set the column widths to Best
Fit, and then compare your screen with
Figure 1. Save and Close the table.

2. In the League Statistics table datasheet,


click the At Bats (AB) column, and
then add a Number calculated field.
For the expression, divide the Hits field
by the AtBats field. Name the field
BattingAverage You will format the
numbers in a later step.

9. Create a new query in Design view


that includes every field in the League
Statistics table exceptfor PlayerlD,
LastName, and FirstName. Save the query
with the name Team Stats

3. Save the table, and then switch to Design


view. In the BattingAverage Description
(Optional) cell, type Hits divided by
AtBats
4. In the BattingAverage field properties,
change the Result Type to Single, the
Format to Fixed, and the Decimal Places
to 3. Add Batting Average (BA) as the
field's caption.
5. In the first available row, add a new
calculated field named ERA For the
expression, multiply the EamedRuns
field by 9, and then divide by the
InningsPitched field (EamedRuns * 9 /
InningsPitched).

10. Change the query to calculate the averages


for each team.
11. Change the Hits column properties so
that one decimal displays and the column
heading displays as Avg Team Hits
12. Change the AtBats column properties so
that one decimal displays and the column
heading displays as Avg Team AB
13. Change the BattingAverage column
properties so that three decimals display
and the column heading displays as
Team BA
14. Change the EamedRuns column
properties so that one decimal displays
and the column heading displays as Avg
Team ER

6. In the ERA Description (Optional) cell,


type Earned run average (EamedRuns *
9 / InningsPitched)

15. Change the InningsPitched column


properties so that one decimal displays
and the column heading displays as Avg
Team IP

7. In the ERA field properties, change the


Result Type to Single, the Format to
Fixed, and the Decimal Places to 1.

16. Change the ERA column properties so


that one decimal displays and the column
heading displays as Avg Team ERA

496

Microsoft Access Chapter 2 | Create Select Queries

Figure 2

17. Run the query, set the column widths to


Best Fit, and then compare your screen with
Figure 2.

18. Save the query, and then Close Access.


Submit your work as directed by your
instructor.
DONE! You have completed My Skills

Assessment

Skills Challenge 1
To complete this project, you will need the
following file:

You will save your database as:


Last_First_acc02_SClClasses

acc02_SClClasses

Open acc02_SClClasses and save the database in your chapter


folder as Last_First_acc02_SCl Classes Open the Instructor
Class Counts query and then add a column so that each
instructor's first name is included and the two interns with the
last name of Shriver have an accurate count. Cheyenne Shriver
should have a total of one, and Kenton Shriver should have a
total of five.

Open the Word Classes query, and then fix the criteria and add
columns so that it answers the question, Where are all the Word
classes offered and what are their start dates and times?

Submit your work as directed by your instructor.


DONE! You have completed Skills Challenge 1

Open the Intern Contacts List query, and then fix the query so
that each intern is listed only once. To do this, you do not need
to add any criteria, change any properties, use the Total row, or
apply any filters to the datasheet.

Skills Challenge 2
To complete this project, you will need the
following file:

You will save your database as:


Last_First_acc02_SC2Rentals

acc02_SC2Rentals
Open acc02_SC2Rentals and save the database in your chapter
folder as Last_First_acc02_SC2Rentals Create a query named
Refunds that answers the following question: Which July renters
o f community center rooms get a refund? Identify the renters by
including the RenterlD field. Display the date and hours each
room was rented and the refund amount.
To calculate the balance due, subtract the deposit from the
rental fee. The rental fee can be determined by multiplying
the number of hours rented by the room's hourly rate. Define

the calculated field's alias as Balance and format the column


to display as currency. (The currency format encloses negative
numbersrefundsin parenthesis instead of using a negative
sign.) Be sure to limit the query results to July 2014 and only to
those receiving a refund.
Submit your work as directed by your instructor.
DONE! You have completed Skills Challenge 2

Create Select Queries | Microsoft Access Chapter 2

497

Create Forms
Forms are used to edit, delete, and add records stored in database tables
and are designed to make data entry quick and accurate.
Forms are often designed for entering data for the specific needs of the
database. For example, a college database may provide one form for
entering new students, another form for registering students for classes,
and another form for assigning instructors to teach those classes.
Forms are designed to be viewed on a computer screen and are
rarely printed. Instead, reports are typically used when data needs to
be printed.

Forms can take advantage of one-to-many relationships. The main form


shows one record at a time from the first table, and below that, all the
related records in the other table display in a subform.
There are several methods for creating forms, including the Form
Wizard and the Form Tool.
Forms can be arranged in Word-like tables so that you can quickly
position labels and text in cells to create a custom layout for your form.
Forms can be based on queries so that you can work with a subset of the data.

Forms show one record at a time so that you can work with just that data.

Some forms have buttons that open other database objectstables,


queries, other forms, and reports. These forms can be built quickly using
the Navigation Form command.

Aspen Falls City Hall


In this chapter, you w ill create form s fo r Aspen Falls Utilities. You w ill work under
the supervision o f Diane Payne, Public Works Director, to design forms for entering
records about city residents and th eir w ater bills. You w ill also build a form th a t data
entry personnel w ill use to open and close the database forms.
There are several m ethods for creating forms in Access. The m ethod you choose
depends on the type o f form you need and personal preference. No matter which
m ethod you choose, all forms need to provide a way to locate and update records
quickly and accurately. Most forms also provide a way to add new records. The form's
header displays inform ation about the form's purpose, and the detail area displays
labels and te xt boxes w ith values from the underlying table.

Goodluz

Some forms are used to open and close other forms and reports. These forms
provide a way to navigate the database and can be set up in a way that hides the
Navigation Pane. Using this m ethod, you can provide a custom database interface
based on the needs o f the individuals w ho w ill use it.
To com plete this project, you w ill create a form using a wizard and then form at
that form . You w ill use the form to edit records. You will create another form using
the Form tool th a t displays records from tw o related tables on the same screen and
then enter new records using this form . You w ill also build a form based on a select
query. Finally, you w ill create a Navigation Form th a t opens the other three forms,
and then set up the form to hide the Navigation Pane when the form is in use.

498

Microsoft Access Chapter 3 | Create Forms

0-90

Time to complete all 10


skills - 60 to 90 minutes

Student data files needed for this chapter:

Outcome

acc03_Water
acc03_WaterLogo

Using the skills in this chapter, you will be able to


work with Access forms like this:

You will save your files as:

HOME

CREATE

EXTERNAL DATA

ffs '*Cul

j $9 Copy
PS1* _
Ar formal Painter
|3

Last_Fint_acc03_Watrr Database- FtVAcces* Chapter 3VLast_First_acc03_Water.accdb (Access 2007 2013file format) - Access

Last_First_acc03 Water
Last_First_acc03_WaterSnip (1 - 4)

m m .

? i Ascending

T. Selection

a JDescending ^ Advanced i f Remove Son TT Toggle Fitter

l! fei New
' _J
it? Save
Refresh
*
A||. X Delete

51 Total*
Spelling
_
0 MMore
o .e cy

A'

AA
Find

Record*

Clipboard
Navigation form \

Skills for Success *

DATABASETOOLS

fac Replace

-* GoTou
I* Selectfind

ii

t Formatting

Novigotion Form
Resident Woter Billings
Aspen Foils Utilities
Account Numbei

11 18-4350 E

'oaf / far* Ncane Clayboorn

SKILLS

MylTLab

Street / Apt

56334 N Snowbrry Ct

Up / Phon.

93463-6258

Water N
Mike

Skills 1-10 Training

At the end of this chapter you will be able to:


Skill 1

Use the Form Wizard

Skill 2

Use Forms to Modify Data

Skill 3

Format Forms in Layout View

Skill 4

Add Controls and Conditional Formatting

Skill5

Use the Form Tool

Skill 6

Work with Tabular Layouts

Skill 7

Add Input Masks

Skill 8

Change Data in One-to-Many Forms

Skill 9

Create Forms from Queries

Billing ID Billing Date - Rate - usage 166


30-Apr-13
0.23
128
231
31-May-13
0.25
136
30-Jun-13
300
0.25
58
0.25
371
31-Jul-13
36
0.27
31-Aug-13
77
445
524
30-Sep-13
0.27
41
604
31-00-13
0.25
161
U ln u .tl
JP

%
Record M
i of !
Search

Billing
S29.44
534.00
S14J0
53.00
S20.79
Sll-07
$40.25
____ a m

Paid Date * Amount Paid AmountDue S29.44


23- May-13
SO.OO
23-Jun-13
$34.00
$0.00
02-Jul-13
S14J0
SO.OO
27-Aug-13
S9.CC
SO.OO
21-Sep-13
$20.79
$0.00
26-OCT-13
Sll-07
$0.00
$0.00
18-Nov-13
$40.25
__ fM.ian.14

Audited

n ________

Skill 10 Create Navigation Forms


M O R E SKILLS
Skill 11 Validate Fields
Skill 12 Create Databases from Templates
Skill 13 Create Macros
Skill 14 Create Access Apps

Create Forms | Microsoft Access Chapter 3

499

SKILL 1: Use the Form Wizard H


Access has several tools for creating forms.
The Form Wizard is an efficient method
when you do not need to include all the
fields from a table.

r
|i u

~
HOME

Application Table Table Share .


Parts *
Design Lifts *
Templates__________ Tables_______

All Access Obje.

1. Start Access 2013, and then open the


student data file acc03_Water. On the File
tab, click Save As. With Save Database
As selected, click the Save As button. In
the Save As dialog box, navigate to the
location where you are saving your files
for this project. Click New folder, type
Access Chapter 3 and then press |Enter |
two times. Name the file Last_First_
acc03_Water and then click Save.

SeertltTabits
IS

Residents

33

Water Btttt

Queries
^3

New Payments Query

2. If the Security Warning message displays,


click the Enable Content button.
3. On the Create tab, in the Forms group,
click the Form Wizard button. Click the
Tables/Queries arrow, and then click
Table: Water Bills. Compare your screen
with Figure 1.

Figure 1

By default, the table or query that is


selected in the Navigation Pane will be
selected in the first screen of the Form
Wizard.

4. Under Available Fields, double-click


BillinglD so that the field will be
included in the form.
5. With AccountNumber selected, click
to place it into
the Move button
Selected Fields.
6. Use either technique just practiced to
move the following fields into Selected
Fields in this order: BillingDate, Rate,
Usage, Billing, PaidDate, AmountPaid,
and AmountDue. Do not move the
Audited field. Compare your screen with
Figure 2.

Continue to the next page to complete the skill

500

Microsoft Access Chapter 3 | Create Forms

Figure 2

*siFin.fI3_WitIri: DiiuibMe-

Form Wizard
button
Wizard Design
Queries

Chapter W j f l . First.acc03jWacer c<db (Access 2007 - 2m I file format) - Accm


Skills for Success *

tiBASE TOOLS
izard
u^
UJJ] Navigation
Form Blank ,

Form Wizard

?5 1

I IS Report Wizard

ISOLabels

Report Report Blank


Design Report

P Module
Class Module
Macro M
i-3 Visual Basic

SKILL 1: Use the Form Wizard


7. In the Form Wizard, click Next, and then
compare your screen with Figure 3.
You can use the Form Wizard to pick
different layouts for your form. A layout
determines how data and labels are
arranged in a form or report. For example,
the columnar layout places labels in the
first column and data in the second column.
8. With Columnar layout selected, click
Next. Under What title do you want for
your form, change Water Bills to Water
Bills Form
9. In the Form Wizard, click Finish to create
the form and open it in Form view.
Compare your screen with Figure 4.

Figure 3

The title that you type in the last screen of


the Form Wizard becomes the name of the
form in the Navigation Pane, and the theme
last used in the database is applied to the
form. Here, the Integral theme has been
applied.
10. Leave the form open for the next skill.

L*5t_First_accQ3_Wt: Database- FAAccess Chapter 3\Last_Fif5t_acc03_Watef.accdb (Access 2007 - 2013 file format) - Access
HOME

CREATE

EXTERNAL DATA

B@l Copy

aste

Format Painter

Filter

t i Descending
; / Remove Sort

StOrth-

Tables

T Selection -

New

X Totals

Advanced *

Save

* Spelling

AJL ^Replace

You have completed Skill 1 of 10

:= !=

- * Go To *
Select

T Toggle Filter

Find

Sort & Filter

Clipboard_______n

All Access Obje...

fl

Skills for Succcsi * n

DATABASE TOOLS

zi Ascending

(Xj Cut

- & &

Text Formatting

^11 Water Bills Form\

W a t e r Bills Form

Z3 Residents
3

Water Bills

Queries

ft

3P New Payments Query


Forms
3]

Watei Bills Form

Blliiny ID
Account Number

ft

-5 7 .9 4 5 3 3 2

Ell

Silling Date

0-23:

Rate
Usage

mg

Billing

Name of
form

Paid Date

Fields from Water


Bills table

17-F .b . 13.

Amount Paid
Amount Due

5 0 .0 0

Figure 4

Create Forms | Microsoft Access Chapter 3

501

SKILL 2: Use Forms to Modify Data | | ^ o ' 2


Forms are designed to input data into
tables. When you edit data or add records,
the changes are stored automatically in the
underlying table.

*>

c* -

HOME

.
EXTERNAL DATA

Most forms display in Single Form


viewa view that displays one record at
a time with field names in the first column
and the field values in the second column.
If a field has a caption property assigned,
that value will display in the label. For
example, the BillinglD field displays as
Billing ID.

Cut

"W '

J j Ascending

F"U '

3. Click the Paid Date box, type the date


06-Feb-13 Press |Enter |to move to the
next field, Amount Paid, and then type
19.78 Watch the Amount Due value
automatically update as you press
["Enter |, and then compare your screen with
Figure 2.
The AmountDue field is a calculated field
that automatically updates when the Rate,
Usage, or AmountPaid fields are changed.
The change you made to the AmountPaid
field was changed in the table, and the
AmountDue box updated to display the
new value. In this manner, forms can be
used to edit table data while viewing one
record at a time.

W a t e r Bills

Tables

^Billing ID

Microsoft Access Chapter 3 | Create Forms

51 Tool*

JA

* * Replace

- * Go To
r4

Cj Select*
Find

A -

A -

Test Formatting

Account Number
Billing Dot*

SB Water BUti Form

Rate

udi

Usage
Billing
Paid Dot*

>7.Fb-13j

r
c

Amount Paid
Amount Due

SI H I
SO.OO

Navigation
bar

Record M

)1 of U22 ,

Figure 1

Last_First_acc03_Water: Database- FAAcces* Chapter 3\Last_First_acc03.Water.accdb (Access 2007 2013 file format) - Access
EXTERNAL DATA
"JP '

DATABASE TOOLS

*1 Ascending

Selection-

11 Descending ^A dvanced-

[T^i

ad New

51 Totals

A4

- I - -

'* *

S Format Painter

All Access Obje...


Stertn-

Tables
33

ft

Residents

[13 water Blits


Queries

ft

31

New Payments Query

3)

Water Bills Form

Paid Date and


Amount Paid data
entered into text boxes

Amount Due value


automatically updated

&

Skills for Success H

Clipboard

Figure 2

Mi New

TI

gM
M
entj_____

Billing ID caption
displays in label

[T^.

BillinglD field value


for first record in
Water Bills table

31 Water Btth Form\

Stare*-

Continue to the next page to complete the skill

502

T Selection*

Skills for Success *

_______________________________________________________________ _____

i i Descending ^ 3 Advanced *

aBSave
t y Spelling
B
__ ____________ BslUiii____________
>? Remove Sort T
n *11*
r t .f I _l _ l
I Moie -

Clipboard_______ rs

At the bottom of the form, the Navigation


bar shows how many records are in the
underlying table and has buttons for
moving from one record to another.

2. On the Navigation bar, click the Next


record button [] to display record 2 of
1422 Billing ID 2.

DATABASE TOOLS

r . . % Copy
Paste
V Format Painter

All Access Obje...

1. Take a few moments to familiarize


yourself with the Water Bills Form as
shown in Figure 1.

Last_First_ce03Walet: Database- FAAccess Chapter 3\Last_Firtecc03_Watef.accdb (Access 2007 2013 file format) Access

CREATE

Replace

SKILL 2: Use Forms to Modify Data


T

Lt_Fint_cc03_Wter Database- FAAccess Chepter 3\Last_Fir*t_acc03_Wa1er.accdb (Access 2007 - 2013 file foimat) - Access
EXTERNAL OATA

CREATE

[ HOME

*1 Ascending

|d = l & C u t
View

Copy

Parte

Descending

Filter

Selection-

^Advanced*

i f Remove Sort T Toggle Filler

& Form*! Painter

Skills for Success * n

DATABASE TOOLS
|H^jj tB New

5 ! Totals

Save
Refresh
^11 X Delete

AjL

f t Replete

! 5 Snallinn

Views_____________________

All Access Obje...

4. Press 1Enter |to move to the next record


Billing ID 3. With Billing ID active, on
the Home tab, in the Find group, click
the Find button.
5. In the Find and Replace dialog box Find
What box, typel352 Press Enter |, and
then Close
the dialog box.

Store!iTables
2 3 Residents
" 3 water Brils
Queries
Hew Payment! Query

6. In the record for Billing ID 1352, enter a


Paid Date of 13-Aug-14 and an Amount
Paid of 32.30 Press |Enter |to update
the record. Compare your screen with
Figure 3.

Forms
3

water etlis Form

7. On the Navigation bar, click the New


(blank) record button [> 3 Press |Enter |to
move the insertion point to the Account
Number box. Type 1173-464142 and then
press |Enter |.
to o:

15

Figure 3

Last.Firrt.acc03.Water: Database- F:\Access Chapter 3\Last_Flret_aceQ3_Water.accdb (Access 2007 - 2013 file foimat) - Access
HOME

EXTERNAL DATA

Cut

ib

View

CREATE

Copy

Paste

41 Format Painter

'I f

*1
* 1 Ascending

filter

11 Descending Th Advanced*
__
2 * Remove Sort T Toggle Filter

StarenTables
3

Resident]

Water Bill!

New Payment! Query

|f ^

r.

e * New

IT^i

Records

effl?*c
N Replace
R

8. In the Billing Date box, type 31-Jul-14


and then press |Enter |. In the Rate box,
type 0.42 and then press |Enter |.

*^

Find

A u to N u m b e r value
assigned to n e w record
(yours m ay be d iffe ren t)

W a t e r Bills Form

ft

[TT73-464142
ft

a x

"SI water Bills Form \

<i-4
Forms
H water Bill! Form

X Totats

* J?Save
Spelling
- * Go To*
Refresh
Find
V
w - . -* OSt<-----------------h.
k Select*
X rDelete
W More -

Sort & Filter

Clipboard_______rj

Views

All Access Obje... 9 '

T Selection
Selection*

Skills foi Success

DATABASE TOOLS

Billing Date

Rat*

UsofK

r~ ^

9. In the Usage box, type 164 Watch the


Billing and Amount Due values update
automatically as you press |Enter [, and
then compare your screen with Figure 4.

p|
D ata entered
in to ne w record

31-Jut.U l
0.42

In the Water Bills table, the Billing field is


a calculated field that multiplies the Rate
value by the Usage value. Here, the July
billing for this account is $68.88.

Billing
Paid Dot*
Amount Paid
Amount Due

1
n
1

---------SO.OO
568.88

You can move to the next field in a form


by pressing |Enter |or Tab |. In this way, you
can continue typing values without having
to use the mouse. Keeping your hands
over the keyboard speeds data entry and
increases accuracy.

C alculated fields
updated a u to m a tica lly

10. Leave the table open for the next skill.


You do not need to save any changes
because data was automatically saved as
you entered it.

saga

0 4

I R< IU l<

1423 of 1423

You have completed Skill 2 of 10


Figure 4

Create Forms | Microsoft Access Chapter 3

503

SKILL 3: Format Forms in Layout View | 1^ 0 3


Layout view is used to format a form or
report while you are viewing a sample of
the data.

FORM IATOUI TOOlS


EXTERNAL DATA
| i j ColonView

ARRANGE

Last_First_acc03_Water: Database- FAAccess Chapter 3\last_First_acrfB_Watet.accdb (...

FORMAT

________________________

T ] Water Bills form

All Access Obje...

Selection type
is Text Box

W a t e r B ills F o r m

Tables
ZD Residents

Property Sheet
Selection type. Tent Bo

I --------

AccountNumber

Format

Water Bills

Data | Event | Other |

a ^

New Payments Query

Account Number

111 37 -94 33 32 ""

Water Bills Form

Billing D o t.

Rate

31-Jon-13|

Usage
Billing

Account Number

Paid Date

text box selected

Amount Pcrfd
Amount Due

Property sheet

w oo l

Lett
Back Styte
Back Color
Bordet Style
Border Width
Border Color
Special Effect
Scroll Bars
Font Name
Font SHe
Tent Align
Font Weight
Font Underline
Font italic
Fore Color
Line Spacing
Is Hyperlink
Display As Hyperlink
Hyperlink Taiget
Gridline Style Top
Gridline Styte Bottom
Gridline Style Left
Gridline Style Right
Gridline Width Top
r.nfllln* Wlrfth Bnttnn

FORM IAYOUT TOOlS

CREATE

EXTERNAL DATA

DATABASE TOOLS

DESIGN

ARRANGE

Transparent
Transparent
Transparent
Transparent

Eti Select All

[g

Selection

All Access Obje...


Seorcn.

ft

1------

Background Alternate
Image - Row Color Background

r> (

Skills for Success

IB pr*

L l
> Shape OutlineQuick ( hangc Conditional
Styles - Shape Formatting J S,U1P*

Selection type is

Align Right
button

Tables

Lst_First_acc03_Wate r Database- F:\Access Chapter 3\Last_Firat_acc03_Water.accdb

FORMAT

Property Sheet
^ Selection type Multiple selection

Multiple selection

3 3 Resident}
formal

S3 Water Bills
Billing ID
5

New Payments Query

31

Water Bills Form

Account Number
_ u u

Multiple text
boxes selected
Billing
Paid Date
Amount Paid
Amount Due

73

Data [ fcvent

Format
Decimal Places
visible
Show Date Picker
Width
Height
Top
left
8a ck Color
Border Style
Border Width
Border Color
Speaal Effect
Scroll Bars
Font Name
Font Sue
Tent Align
Font Weight
Font Underline
Font italic
Fore Color
Line Spacing
'i Hyperlink
Display As Hyperlink
Gndllne Style Top
Gndline Style Bottom
Gridline Style Lett
Gndllne Style Right
Gridline Width Top
ftilrilin* Wlrtth Rnnnm

,
Figure 2

Microsoft Access Chapter 3 | Create Forms

Tent 1, Lighter 25%

Figure 1

Click the Billing ID text box to select


it. Press and hold |Shift |while clicking
the eight other text boxes with the
pointer. Release the |Shift |key, and
then compare your screen with Figure 2.

504

For dates
1.91670-2188'
O.S4ir
1.60*2
Normal
Background 1
Solid
Hairline
Background 1, Darker 35*
Flat

Shov* Date Picker

3. On the Navigation bar, click the


First record button [m]. Click the
AccountNumber text box, and then
compare your screen with Figure 1.

Continue to the next page to complete the skill

*11

Dtclmal Ptaccs

click the Property Sheet button as


needed to open the property sheet.

With the AccountNumber text box


control still selected, click the Ribbon
Format tab. In the Font group, click the
Align Right button.

&

Property

2. On the Design tab, in the Tools group,

In Layout view, you can select individual


controls objects in a form or report such
as labels and text boxes and format them.
A label is a control in a form or report
that describes other objects in the report
or form. A text box is a control in a form
or report that displays the data from a
field in a table or query Here, the label
displays the caption Account Number, and
the AccountNumber text box displays the
value 1157-945332.

Sheet button

Themes

SeartK.

33

Skills for Success - ^

f.W Looo

Theme* [ j ] Fonts

Views

1. With the Water Bills Form open, on the


Home tab, in the Views group, click the
View button to switch to Layout view. If
the Field List pane displays, Close [x ] the
pane.

DESIGN

DATABASE TOOLS

Other j All
v
AutO
res
For date,

1.6042
Background 1
Solid
Hairline
Background 1, Darker 35
Fist
None
Tw Cen MT (Detail)
Normal
No
No
Tent 1, Ughter 25%
O'
No
If Hyperlink
Tiansparent
Transparent
Transparent
Transparent
ip t

SKILL 3: Format Forms in Layout View


*3 *

f*

HOME

FORM IAYOUT TOOLS


EXTERNAL DATA

CREATE

Tw C#n MT >Detail j
Select All

DATABASE TOOLS
I

tl

DESIGN

Formatting

All Access Obje... *


P

Tables

Last_Firet_acc03_Water Database- FAAccess Chapter 3\Last_FirstjKc03_Water.accdb (...

FORMAT

Background Alternate
Image Row Coloi Background

* ili'

Seltction

Starcn.

ARRANGE

C v
1 M
..... - ............................... ^ Shape Outline'
Quick Change Conditional
Styles Shape Formatting
Shape Effects
Control Formatting

IS

Residents
Water Bins
ft

^ 3 Nv Payment! Query

PI

Plupefty Sheet

W a t e r Bills Form

Seltction type: Multiple selection

v
Data

E.ent

Other

Billing ID
..
Account Number

Decimal Plates
| Visible
Show Date Picker
width
Height
Top
Left
Back Style
Back Color
Border Style
| Bordet Width
Border Color
Special Effect
Saoll Bars
Font Nam*
Font Sim
Tet Align
Font weight
Font Underline
Font italic
I Fore Color
Line Spacing
Is Hyperlink
Display As Hyperlink
Hyperlink Target
Gridline Styte Top
Gridline Style Bottom
Gridline Styte Left
Gridline Style Right
Gndline Width Top
ftnrflina Wirttn Bnrtnm

1157-945332

Billing Dote

31 Water Bills Form

O X

Property sheet
Format tab

Formal

Queries

2 3 Water BHK Ft

ft

IS

Skills for Success *

31 -Jan-13

Rate

0.23

Usage
Billing

SI 67 9

Paid Date

17-Feb-13

Amount Paid

$16.79

Amount Due

$0 00

Width
property
1.6042Normal
Background 1
Solid
Hairline
Background 1, Darker 35S
Flat

6. On the property sheet Format tab, click


in the Width box, type 1.5" and then
press 1Enter |to simultaneously set the
width of all nine text boxes. Compare
your screen with Figure 3.
In this manner, you can select multiple
controls and then format them at the
same time.
7. On the Format tab, in the Selection
group, click Select All to select all the
form controls. In the Font group, click the
Font arrow. Scroll down the list of fonts,
and then click Calibri.
8. With all the controls still selected, press

Te*t 1, Lighter 2SS

Transparent
Transparent
Transparent
Transparent

and hold |Ctrl |while clicking the Title


control with the text Water Bills Form to
remove it from the current selection, and
then release the 1Ctrl |key.
9. On the Format tab, in the Font group,

Figure 3

- c*
HOME

iY1

FORM LAYOUT TOOlS

CREATE

~lJctfbtT^

Select All

DATABASE TOOLS

EXTERNAL DATA

qil
T
a -

-L -81
3

Formatting

DESIGN

ARRANGE

Last_First_acc03.Water: Database- F:\Acces Chapter 3\Last_First_acc03_Water.accdb (...

r n

Background Alternate
Image* Row Color

Tables
3

Reiidents

Water Bills

Queries

Shape Fill *

10. Click Save |B to save the design changes,


and then leave the form open for the next
skill.

Shape OutlineQuick Change Conditional


Styles Shape Formatting Shape Effects
Control Formatting

____ Selection_______________

All Access Obja Sl s .

Skills for Succesi

FORMAT

Water Bins Form \

Font and font


size changed

Title control
n o t selected

Bills F o rm -4

~ Property Sheet
Selection type Multiple selection

When you make changes to the form's


design, you need to save those changes.
Here, the form's design was changed;
however, none of the data was changed.

Format

Account Number

Data

Event

Other

All

Visible

N*w Payments Query


Forms

All labels and text


boxes selected

31 Water Bills Form

so.oo

click the Font size arrow u


, and
then click 12 to increase the font size by
one point. Compare your screen with
Figure 4.

left
Back Style
Back Color
Border Style
Border Width
Border Color
Special Effect
Font Name
Font Silt
Tent Align
Font Weight
Font Underline
Font Italic
Fore Color
line Spacing
Gndllne Style Top
in* Style Bottom
Gndlln* Style l*ft
Gndline Style Right
Gndlln* Width Top
in* Width Bottom
Gndune width left
Gndline Width Right
Top Margin
Bottom Margin
left Margin
Right Margin

You have completed Skill 3 of 10

Transparent
Transparent
Transparent
Transpar*nt

Figure 4

Create Forms | Microsoft Access Chapter 3

505

SKILL 4: Add Controls and C onditional Formatting | | ^ 03'4


Controls such as logos and titles can be
added to forms to identify a company and
the purpose of the form.

IT Label 18

New Payments Query

Forms
31

/
(

i Shape FiL> Shape OutlineQuick Change Conditional


Style* Shape - Formatting J sh*Pe f,ecU
Control Formatting

Property Sheet
Selection type Label
Labette

Billing Date
Rate

Foimat Data

1157-945332!
31-Jn-13j
0.23j

Usage
Billing
Paid Date
Amount Paid
Amount Due

Figure 1

6. Click the Amount Due text box. Click


the Format tab, and then in the Control
Formatting group, click the Conditional
Formatting button.
7. In the Conditional Formatting Rules
Manager, click the New Rule button. In
the New Formatting Rule dialog box,
under Format only cells where the, click
the second arrow. Compare your screen
with Figure 2.
The second box contains a drop-down list
of comparison operatorsoperators such
as greater than and less than that compare
two values.
Figure 2

SO.OO

Skills lot Success

FORMAT

Background Alternate
Image - Row Color Background

W a te r Bills Form [

Water Bills Form

5. On the Design tab, in the Header /


Footer group, click the Title button, and
then type Monthly Billings

Microsoft Access Chapter 3 | Create Forms

ARRANGE

Billing 10

3. Press fDelete |to remove the Title control.

DESICN

I**? )

Account Number

Figure 1.

506

DATABASE TOOLS

2D Water BUIs Form

2. In the form header, click the Title control


with the text Water Bills Form. Be careful
to select the control and not the text in
the controlan orange border should
surround the control as shown in

Continue to the next page to complete the skill

EXTERNAL DATA

em u

Title control
selected

4. On the Design tab, in the Header /


Footer group, click the Logo button. In
the Insert Picture dialog box, navigate
to the student data files for this project.
Select acc03_WaterLogo, and then click
OK to insert the control.

L*rt.Firtt.<cC3.Wt. Database- FAAccess Chapter J\Last_Fir*t_a<c03_Watef.ee<db (...

FORM LAYOUT TOOLS

CREATE

You can format values so that when


a condition is true, the value will be
formatted differently than when the
condition is false.
1. If it is not already open, open Water Bills
Form in Layout view.

HOME

Event

Caption
Visible
width
Height
Top
Left
Back Style
Back Color
Border Style
Border Width
Border Color
Special Effect
Font Name
Font Size
Tet Align
Font Weight
Font Underline
Font Italic
Fore Color
Line Spacing
Hyperlink Address
Hyperlink SubAddress
Hyperlink Target
Gndllne Style Top
Gridline Style Bottom
Gndllne Style left
Gndllne Style Right
Gndllne Width Top
Gndllne Width Bottom
Gridline width Left
Gridline Width Right
TnnMmnm . ______ __

Other

All

water Bills Form


1.9575'
0.375'
0.04170.0417'
Transparent
Background 1
Transparent
Hairline
Tent i, lighter 50%
Flat
Calibri

Transparent
Transparent
Transparent
Transparent

SKILL 4: Add Controls and C onditional Formatting


8. In the conditions list, click less than.
Click in the third box, and then type 0
9. In the New Formatting Rule dialog box,

click the Font color arrow |A -I and


then click the second color in the last
row Red.
10. In the dialog box, click the Bold button
[b], and then preview the conditional
formatting, as shown in Figure 3.
11. Click OK two times to accept the changes
and close the two dialog boxes. Click
Save m and then on the Home tab, click
the View button to switch to Form view.
Alternately, on the status bar, click the
Form View button E l .

Figure 3

12. On the Navigation bar, click the Last


record button [w]. In the Paid Date field,
type 13-Aug-14 Press |Enter |, and then
in the Amount Paid box, type 70 Press
1Enter |, click in the Amount Due box to
deselect the text, and then compare your
screen with Figure 4.
13. Press (*), type snip and then press
Enter |to start the Snipping Tool. In the
Snipping Tool window, click the New
arrow, and then click Full-screen Snip.
14. Click the Save Snip button |yj. In the
Save As dialog box, navigate to your
Access Chapter 3 folder, save the snip as
Last_First_acc03_WaterSnipl and then
Close B
the Snipping Tool window.
1 5 .

Save [Bj the design changes, and


then Close [x] the form.

You have completed Skill 4 of 10

Create Forms | Microsoft Access Chapter 3

507

SKILL 5: Use the Form Tool | | *jj03'5


You can use the Form Tool to quickly
create a form for any table or query that is
selected in the Navigation Pane.
1. Click the Database Tools tab, and
then click the Relationships button.
Drag the AccountNumber field from
the Residents table, point to the
AccountNumber field in the Water Bills
table, and then when the ] displays,
release the left mouse button.
2. In the Edit Relationships dialog box,
select the Enforce Referential Integrity
check box. Compare your screen with
Figure 1, and then click Create.
The Residents and Water Bills tables need
to have a one-to-many relationship so that
each resident's account information can be
linked to their monthly water bills.

3. Close [x ] the Relationships tab.

Figure 1

4. In the Navigation Pane, select the

Residents table. Click the Create tab, and


then in the Forms group, click the Form
button to create a one-to-many form.
Compare your screen with Figure 2. If
necessary, Close [x] the property sheet.
When a one-to-many relationship exists,
a main form and subform will be created
when you use the Form Tool. In a one-tom any form , the main form displays in
Single Form view, and the related records
display in a subform in Datasheet view.
Here, a single resident displays in the main
form, and that resident's monthly billings
display in the subform.

fel

HOME

views

CREATE

"""fo w Tlm O U TTO O ^""""""


EXTERNAL DATA

DATABASE TOOLS

; r n a ^ s D

i _ i P

Insert
Image *

_
E5 Date and Time

Add Existing Property


Reids
Sheet

Headei/Footer

Tools

Tables
ZD Residents
3

Account Number f i l l 8-435018

Water Bills

5 New Payments Query

Main form for a


single resident

Last Name

; Claybourne

First Name

I Mike

Street

j 5 8384 N Snowberry Ct

Apt
Zip

! 9 3463-6258

Phone

(805) 555-4194

W ater Meter

Continue to the next page to complete the skill


Figure 2

| A9171558
BillingDate

Rate -

166

30-Apr-13

0.23

231

31-May-13

300
371
524

30-Jun-13
31-Jul-13
31-Aug-13
30-Sep-13

0.25
0.25
0.25

604

31-Oct-13

1 of 15 j l

0.27

Usage *

Billing

128
136
58
36
77
41

$29.44
$34.00
$14.50
$9.00
$20.79
$11.07

161
*>.
Search

$40.25
co nn

Skills for Success * ^

All Access Obje...

Record M

Microsoft Access Chapter 3 | Create Forms

L*st_Frrst_cc<U_VVatef Database- fAAftessChapter J\Last_First_ecc03_Wtei.<cdb (_

FORMAT

Controls

Subform for monthly


billing cycles

ARRANGE

t i i M

Theme*

BillinglD

508

DESIGN

Paid Date
23-May-13
23-Jun-13
02-Jul-13
27-Aug-13
21-Sep-13
26-Oct-13
18-Nov-13
fVL.lan.14

Amount Paid AmountDue $0.00


$29.44
$34.00
$14.50
$9.00
$20.79
$11.07
$40.25
nn

SO.OO
$0.00
SO.OO
$0.00
SO.OO
SO.OO
cn nn

Audited

SKILL 5: Use the Form Tool


Si

|j|j|S |j
m

HOME

FORM IAYOUT TOOlS

"
EXTERNAL DATA

CREATE

DATABASE TOOlS

DESIGN

ARRANGE

Las_Firet_acc03_Water: Database- FAAccess Chapter 3\Last_First_ac<03_Water.aecdb (...

FORMAT
5? Logo

( .A a | BColors

Bg

Q Title
View

Skills for Success n

Themes [jjfo n ts *
Header / Footer

Views_______ Themes__

All Access Obje... ||


fi j

Resident Water Billings

S |

Aspen Falls Utilities

Seorefi.
Tables

---------------- ' -------

5D Water Bills

Date control

Title control
with tw o lines

Residents

6. In the Header / Footer group, click the


Date and Time button. In the Date and
Time dialog box, select the middle date
dd-mmm-yyoption button, clear the
Include Time check box, and then click
OK.

it Number ; 1118-435018

Hew Payments Query

j Claybourne

Logo control
Water Bills Form

Zl
Z1

picture changed
: 58384 N Snowberry Ct

Apt
Zip
Phone

7. In the Header / Footer group, click the


Title button to select the text in the
form's Title control. Type Resident Water
Billings and then press fCtrTI + [Enter |to
insert a new line in the control. Type
Aspen Falls Utilities press |Enter |to finish
editing the text, and then compare your
screen with Figure 3.

(805) 555.4

W ater Meter
BillinglD > BillingDate *
166
231
300
371

30-Jun-13

31-Jul-13
445
31-Aug-13
524
30-Sep-13
604
31-O rt-U
JM& ____ VLWrm-IS. .
1;

I Record: M
I Record: M

Rate

30-Apr-13
31-May-13

Amount Paid -

Amount Due *

0.23

128

0.25
0.25
0.25
0.27

usage *
136
58
36

Billing
$29.44
$34.00

Paid Date 23-May-13


23-Jun-13

$29.44
$34.00

SO.OO
$0.00

$14.50
$9.00

02-Jul-13
27-Aug-13

$14.50
$9.00

$0.00
$0.00

77
41
0.27
0.25
161
n_M _____ 2T

$20.79
$11.07
$40.25
<u nn

21-Sep-13

S20.79

2&-Oct-13
18-NOV-13
(VUlan.1/1

$11.07
$40.25
<n nn

SO.OO
$0.00
$0.00
<n nn

5. On the Design tab, in the Header /


Footer group, click the Logo button, and
then use the Insert Picture dialog box
to insert acc03_WaterLogo as the form's
logo.

Audited

____ n _

1 ot 126

To change text in a control, you need to be


in Edit mode. As you type in Edit mode,
the Title control adjusts its size to fit the
new text.

Figure 3

>-

'

HOME

FORM LAYOUT TOOLS

"
CREATE

EXTERNAL DATA

JY FormHeadei
^ Select All

9?
B

A -

Selection

Tables

Formatting

S %

.11 vi

ARRANGE

Last_First_acc03_Water: Database- FAAccess Chapter 3\Last_First_acc03_Water.accdb (...

FORMAT
Q

*
Background Alternate
Image- Row Color-

Font

All Access Obje... jf


Search-

DESIGN

DATABASE TOOLS

Skills for Success p O

Tfc';

Shape Fill -

8 .

^
l?J
Shape Outline Chuck Change i. onditional
Styles - Shape Formatting ^ shaP * * * * * '
Control Formatting

Residents

>

Resident Water Billings

Aspen Falls Utilities

ZD Residents
[3

Water Bills

Queries

Account Number [ 1118-435018

Forms
31

water Bills Form

9. In the header, click a blank area to

New Payments Query

Last Name

Claybourne

St
First Name

the right of the form title to select


the entire header. On the Format
tab, in the Font group, click the
Background Color arrow
- , and then
click the last color in the second row
Teal, Accent 6, Lighter 80%. Compare
your screen with Figure 4.

Form header
selection border

Mike
58384 N Snowberry Ct

Apt
Zip
(805) 5 5 5-4 )9 4
W ater Meter
BillinglD .

BillingDate

166

30-Apr-13

231

31-May-13

300
371

30*Jun-13
31-JUI-13

445
524

31-Aug-13
30-Sep-13

604
fittA

Amount Paid *

A m ountDue -

128

$29.44

23-May-13

$29.44

136

$34.00
$14.50

23-Jun-13

S34.00

$0.00
$0.00

Rate * Usage
0.23
0.25
0.25
0.25
0.27

0.27
31-OCM3
0.25
3n.Nnu.1l ___n5s.

58

Billing

36

$9.00

77
41

$20.79

161

$11.07
$40.25
<ann

Paid Date -

02-Jul-13
27-Aug-13

$14.50

$0.00

$9.00

$0.00

21-Sep-13
26-Oct-13

$20.79
$11.07

SO.OO
$0.00

18-NOW-13
fM.lan.lA

$40.25
<a nn

$0.00

Audited

10. Click Save [B,|. In the Save As dialog

box, type Residents Form and then press


Leave the form open for the next
skill.

[E nter].

_____ ________

I Rero'd l<
J Record; m

With the Title control still selected, click


the Format tab. In the Font group, click
the Font Color arrow IA -| and then
click the last color in the first rowTeal,
Accent 6.

1 of 126

Figure 4

You have completed Skill 5 of 10


Create Forms | Microsoft Access Chapter 3

509

SKILL 6: Work with Tabular Layouts | | AV IDC CE O3 -6


Forms created with the Form tool use a
tabular layouta layout in which the
controls are positioned as table cells in
rows and columns. You can insert, delete,
and merge columns and then position
controls within these tables as needed.

i t AccounlNumb Select All

Tw Ctn MT (Detail)
B

Selection

_______

/> j

Tables

s %

Queries

Number

Shape Fill -

as

^ Shape Outline Quick Change Conditional


Stylo - Shape - Formatting
^ P *tf,etU
Control Formatting

Background
Image * Row C
Background

\_

ft

New Payments Query

Lost Me

*1

Residents Form

First

Water Bills Form

berry Ct

Field w ill align with


the Usage column

border to display the Q pointer. Drag


the right border to the left. When the
column is aligned with the Usage
column in the subform as shown in
Figure 1, release the left mouse button to
resize the entire column. (You will resize
the subform later in this skill.)
3. With the Account Number text box still
selected, click the Arrange tab. In the
Rows & Columns group, click the Insert
Right button two times to insert two new
columns.

j W ater M ole.

5. Repeat the previous technique to move


the WaterMeter text box A9171558
into the blank cell to the right of the
Water Meter label. Compare your screen
with Figure 2.

BillingDate

166
231
300
371
445
524
604

Rate -

Usage

30- Apr-13
31-May-13
30-Jun-l3
31-Jul-13

0.23
0.25
0.25
0.25

31-Aug-13
30-Sep-13
31-Oct-13
an .N o .u

0.27
0.27

128
136
58
36
77
41

0.25
__n

161
M

$29.44

23-M ay-13
23-Jun-13
02-Jul-13
27-Aug-13

$34.00
$14.50
$9.00
$20.79
$11.07
$40.25
< ana

Amount Paid * Amount Due


$29.44
$0.00
$0.00
$34.00
$0.00
$14.50
$9.00
$20.79
$11.07
$40.25
efinn

21-Sep-13
26-Oct-13
lS -Nov-13

$0.00
$0.00

u
u

$0.00

$0.00
11
_f t i f l n . ___ C L

Figure 1

| i

FORM IAYOUT TOOlS

EXTERNAL DATA

HOME

Meter, and then with the [5] pointer, drag


and drop the label into the first cell in the
first blank column.

; A917155 8

BillinglD -

4. Point to the label with the text Water

Gridlines Stacked Tabular


Table

Store*Tables
3

Residents

Water Bills

Queries
jp Hew Payments Query

DATABASE TOOLS

DESIGN

_ Select Column
Insert Insert Insert Insert
Above Below Left Right e D Select Row

ARRANGE

i fin

Rows a Columns

All Access Obje...

Residents Form

31

Water Bills Form

Last_F'rrst_acc03_Water: Database- FAAccess Chapter 3\Last_First_acc03_Water.accdb (...

5?

sa.

Move Move
Up Down
Move

Resident Water Billings

P \

Aspen Falls Utilities


W aterM ete r

I Account Number 11118-435018

A9171558

A j
j lost Nome

Claybourne

First Name
5 8 3B 4 N S n o -.b e r.y C t

; Street

Label and text


j Apt

box moved to
new columns

| Zip
j Phone

(80 5)55 5-41 94

V _

7. Double-click the Last Name label, change


the label text to Last / First Name and
then press [Enter].

Old position of
label and text box
Subform
is truncated

m -----------j i - j u i - u ------- n
30-Sep-13
31-Oct-13
u u in u .i a

| Record: M
I Record. K

Figure 2

1 of 126

1 of 1$
* >

0.27
0.25
n

ii

10

Control Control Anchoring


Margins * Padding Position

^51 Residents Form\

ft j

Skills for Success

FORMAT

Split
Split
Vertically Horizontally
Merge/Split

Forms

6. Move the First Name text boxMike


into the blank cell to the right of the Last
Name text box.

Microsoft Access Chapter 3 | Create Forms

Horizontal
resize pointer

Reitdenls

2. Point to the selected control's right

&

Resident Water Billings

\J

Formatting

-j

* Font
] Residents form

All Access Obje...


Stven,

1. With Residents Form open in Layout


view, click the Account Number text box
to select the control.

510

Skills for Success

S I Watei Bills

Continue to the next page to complete the skill

Last_Flrst_acc03_Water. Database- KAcceis Chapter 3\Last_Flnt_a03_Water.accdb

FORM IAYOUT TOOlS

SKILL 6: Work with Tabular Layouts


B

*> -

o>

HOME

FORM LAVOUT TOOlS


CREATE

EXTERNAL DATA

DATABASE TOOLS
I Select layout

S i 91 ES SI! Select Column


Table

__________

All Access Obje...


Seoftn.
Tables

Insert Insert
Left Right 118 Select Row
Rows & Columns
I 3j ] Residents Form\

DESIGN
|E 5J
Merge

f-

Resident Water Billings

Aspen Falls Utilities

ARRANGE

fg T ]

Last_First_acc03_Water. Database- F:\Access Chapter 3\LMt_First_acc03_Water.accdb (...

FORMAT

g g

S4

Split
Split
Vertically Horizontally
Merge / Split

Skills for Success - ^

Move Move
Up
Down
Move

Control Control Anchoring


Margins Padding Position

D Residents
S3 water Buis
Queries

Account Number | 1118-435018

Forms
31

Claybourne

Mike

58384 N Snowberry Ct

4 -------------

Street / Apt

31 water Bint Form

Zip / Phone

| 93463-6258

^tin

BillingDate -

(805) 555-41?

Rate

3C-Apr-13
31-May-13

Label text
changed

0.23

1
1

0.25
0.27
0.27

31-Aug-13
30-Sep-13
31-Oct-13
15

10. In the third row, click the First Name


label. On the Arrange tab, in the Rows &
Columns group, click Select Row. With
the row selected, press |Delete |to remove
the unused row from the table.

Two empty cells


in subform row

usage

0.25
0.25

30-Jun-13
31-Jul-13

the Zip text box, and then change the Zip


label text to Zip / Phone

Text boxes moved


to new rows
and columns

ft

Residents Farm

9. Move the Phone text box to the right of

| A 9171358

ft

5 1 New Payments Query

0.25
ft.35.

11. Repeat the technique just practiced to


delete the unused Apt and Phone rows.
Compare your screen with Figure 3.

im

Figure 3

I B

'

'TlfeB
H

HOME
[S |

View

'

FORM LAYOUT TOOlS

CREATE

EXTERNAL DATA

DATABASE TOOLS

DESIGN

ARRANGE

Last_First_acc03_Water: Database- FAAccess Chapter J\Last_First.acc03.Water.accdb (...

FORMAT

Skills for Success -

J j Colors *

Them H F o nts -

:b

| ]

4 ) 1 0 ,0

Insert

_
Date and Time

Add Existing Property


Fieldl
Sheet

Header / Footer

All Access Obje... 7 1)3


StortnTables

Resident Water Billings


Aspen Falls Utilities

'Z3 Residents
3

Water Bills

Column width

11118-435018

Queries
g 3 Mew Payments Query
31 Residents Form

i Street / Api

38384 N Soowhor^ C!

j Zip / Phone

93463 6238

Water Bills Form

BillinglD .

Record.

<

30-Apr-13

231

31-May-13

300
371

30-Jun-13
31-JUI-13

445

31-Aug-13

524

Last column's
w idth increased

Billing
$29.44

Paid Date
23-M*y-13

Amount Paid *
$29.44

S34.00

23-Jun-13

$34.00

$14.50

02-Jul-13

S14.50
S9.00

0.23
0.25

128
136

0.25

58

0.25

36

$9.00
$20.79

27-Aug-13

0.27

77

21-Sep-13

$20.79

Amount Due *
$0.00
$0.00
$0.00
SO.OO
$0.00

Audited

d ia l

30-Sep-13

0.27

41

$11.07

26-Oct-13

$11.07

SO.OO

604

31-Oct-13

0.25

161

$40.25

18-NOV-13

$40.25

$0.00
________ nw

1 of 15

12. In the row with the subform, click in the


empty cell on the right, and then in the
Rows & Columns group, click the Insert
Right button two times to add two new
columns. Click the Select Row button,
and then with the five cells selected, in
the Merge / Split group, click the Merge
button.
13. In the main form, click the
PhoneNumber text box to select it. On
the Design tab, in the Tools group, click
the Property Sheet button, and then
change the Width value to 1.2"
14. Click in a blank cell in the last column,
and then in the property sheet, change
the Width value to 3.2" Close [x ] the
property sheet, and then compare your
screen with Figure 4.

(BOS) 533-4194

BillingDate Rate * Usage

166

71338

increased

' Claybourne

3)

8. In the fifth row, click to select the Apt text


boxit has a blank value. Drag to move
the control into the empty cell to the right
of the Street text box. In the first column
of the same row, change the Street label
text to Street / Apt

15. Click Save [Bj, and leave the form open


for the next skill.

n :______

Search

Row cells merged


into one cell

You have completed Skill 6 of 10

G 23d
Figure 4

Create Forms

Microsoft Access Chapter 3

511

SKILL 7: Add Input Masks [V jO ^ o "7


An input mask is a set of special
characters that control what can and
cannot be entered in a field.

+>

C*

HOME
n

FORM LAYOUT TOOlS


EXTERNAL DATA

DATABASE TOOLS

DESIGN

Fonts-

Tables

i HLSJ

Input Mask Wizard

Property Sheet
Selection type: Tot Bo-

the Try It box.

Format

To dunge the Input Mask lot, dK* the Edit List button.

Queries

Phone Number

New Payments Qu

33

Residents Form

31

Water Bills Form

58384 N
; Zip / Phone

Input Mask:

Data Look:

{Social Secunty Number


Z<cCode
Extension

831-86-7180
98052-6399
632 IS

j Try It:

The Try It box displays a sample of the


input mask in which you can try entering
sample data. Placeholder characters
are the symbols in an input mask that are
replaced as you type data into the field.
Here, the parentheses, space, and hyphen
are in place, and number signs display
where each number can be typed.

ord k

0.25
0.25
0.27

30-Jun-13
31-JUI-13
31-Aug-13
30-Sep-13
31-Oct-13
u u i o u .u __

S8i
36

$14.50
$9.00
$20.79
$11.07

77
41
161

0.27
0.25
n

$40.25
Aa^tn.

02-Jul-13
27-Aug-13
21-Sp-13
26-Oct-13
lB-Nov-13
__ M

*} -

C*

HOME

SI 3
View

s
CREATE

FORM LAVOUT TOOLS


EXTERNAL DATA

DATABASE TOOLS

DESIGN

ARRANGE

$14.50
$9.00
$20.79
$11.07
S40.25
_____ CSJQQ_________

n Chapter J\Lt_Rist_rt

Lajt.FifSt.a

Skills (or Success

Themes ( 2 Fonts-

All Access Obje... <


Store*.

Tables________
3

Residents

[3

water Blits

p i

( 1-090

insert
mage -

Till*
_
a,e ,n<* Time

Resident Water

Do you want to change the input mask?

Aspen Falls Utilitie

Input Mask Name:

user Defined

Input Mask:

;t(9j0CKW00

Account Number

H 18-435

Queries

Property Sheet
Selection type Text Boi

Format 0*1*

What placeholder character do you want the fi<

Lost / First Nome

Claybourn

Placeholder

l=5| Residents Form

Street / Apt

58 38 4 N J

character arrow

31

Zip / Phone

93463-62

3 New Payments Query


Forms
Water Bills Form

Billing Date
30-Apr :
3Q-Jun-13

31-Jul-1B
31-Aug-13
30-Sep-13
31-00 -1 3

Figure 2

Control Source
Text Format
input Mask
Default value
validation Rule
validation Text
Filter lookup
Enabled
locked

<Badc

|d Mext>

Amount Out

|
SO

31-May]

bo m

Input Mask Wizard

Residents Form

166

Microsoft Access Chapter 3 | Create Forms

so
So

FORMAT

B C a te rs -

BillinglD

Input Mask
Build button

Search

1 of 15

vlt:

512

Database Default

Figure 1

4. In the Try It box, click the first number


sign, and then watch the box as you type
10 digitsany digit can be typed in this
preview.

Continue to the next page to complete the skill

*H

SO
$0
so

30-Apr

371
445
524
604

3. With Phone Number selected in the


Input Mask Wizard, click Next. Click the
Placeholder character arrow, and then
click the number sign (#). Click in the Try
It box, and then compare your screen
with Figure 2.

Other

Amount Due

31-May
300

en

[""

Billing Date

166

Data

Control Source
Text Format
input Mask
0'ult value
validation Rule
validation Text
Filter Lookup
Enabled
locked

| 93 463-62

BillinglD *

Date and Time

Aspen Foils Utilitie

Water Bill!

00

Q Title

jt mask- matches how you want data to look?

u 3 Resident

51

Skills for Success

^ H e ad e r/Footer

Input Mask
Wizard

F-\A<<m Chapter ^l*a_Fim_ccOJ_W*i#i tcme (

Lt_Firct_aecC3_WatM

FORMAT

D ^ , @ H 1 S ] izb0

ao s

input mask selected

2. In the property sheet, click the Data tab.


On the property sheet Data tab, click
Input Mask, and then click the Build
button | |that displays in the box.
Compare your screen with Figure 1.

ARRANGE

$?Logo

H Colors

Theme*

1. With Residents Form open in Layout


view, click the Phone text box. On the
Design tab, in the Tools group, click the
Property Sheet button.

CREATE

Sample of input
mask with place
holder characters

02-JUI-13
27-Aug-13
21-Sep-13
26-Oct-13
18-NOV-13

$14.50

SO

$9.00
S20.79
$ 1 1 .0 7
$40.25

SO
$0
SO
SO

Event | Other |

AH

Phone
Plain Tt

Database Default

SKILL 7: Add Input Masks


')

C*

HOME
E H

[S |

View

B Colon

Themes Q ] fonts-

Vlews

FORM LAYOUT TOOLS


EXTERNAL DATA

CREATE

DATABASE TOOlS

SiE A a s

DESIGN

ARRANGE

ij^Water.accdb (...

H I H 31 01 0

Skills for Success *

1 S3 p h

cm

Q Title
_
Date and Time

Insert
image

Add Existing >ropefty


Fields
Sheet

Input Mask Wizard

All Access Obje... j


ft

Residents

Water Bills

Parentheses and

Resident Water Bil| Howdo youwant to store the data?


O WNb * * symbol* *i the mask, like the:
Aspen Falls Utilitiie C

P ;

Tables

hyphen w ill be stored

(655) 3J7-0776

Queries

Lott / Fit It Name [ Cioyboum


Street / Apt

GS Residents Form
Water Bills Form

1383ft.

Zip / Phono

I Retold, m

6. Select the With the symbols in the mask


option button, dick Next, and then click
Finish.

Only the digits w ill


be stored in the
Residents table

193463-62

BillinglD

in the Residents table

(fiJKSSiit dWlsymBS^^rnai^fiitft:

Account Number | 1118-435


*

"p New Payments Query

BillingDate

300
371

30-Jun-13
31-Jul-13

445
524

31-Aug-13
30-Sep-13

604

31-OCT-13
an.fUmr.1 a

|d *

Amount Du<

> .

SO
so

0.25

58

$14.50

02-Jul-13

0.25
0.27

36
77
41

$9.00
$20.79

27-Aug-13
21-Sep-13

$14.50
$9.00
$20.79

$11.07
$40.25
ca nn

26- Oct-13
lS-Nov-13
rwt.l3n.1y1

$11.07
$40.25
____ Ca nn

0.27
0.25

161
XI

In the property sheet Input Mask box,


special characters have been inserted. These
characters are needed for the input mask to
perform correctly.

So
so
$0
so
_____fin

7. Select the Zip text box, and then use the


property sheet to start the Input Mask
Wizard. In the Input Mask Wizard, click
Zip Code, and then accept the wizard
defaults by clicking Finish.

1 of 126 ;

Figure 3

Last_First_ace03_Weter Database- FAAccess Chapter 3\Last.First_acc03_Water.accdb (Access 2007 - 2013 file format) - Access
EXTERNAL DATA
W

z i Ascending

& Formal Painter


n________ Olpboaid

All Access Obje... *


SeoWiTaMes

a x

Is for Success - n

DATABASE TOOLS
IV Selection-

[T^, nB New

i i Descending

Filter

^Advanced*
_
I * Remove Sort Toggle Filtei

X Tctah

'
Jsave
^Spelling
Refresh
* | | . X Delete * ^ M o ic

___________ Sort & Filter

J it

Replace

Find

* Go To*
.
Select -

Records

-* f e
B

Find

'

m
m -

Tent Formatting

581 Residents Form \

Resident Water Billings

Aspen Foils Utilities

Z 3 Residents
3

Water Bills

Account Number j 4 420*209636

New Payments Queiy

31 Water Bills Form

Lat / First Nams

Buizer

Street / Apt

46521 N Landmark Ct

Zip / Phone

Rate

Uwge *

"

PaidDate *

Phone input

by Zip Code

AmountPaid AmountDue -

01-Feb-13
Mar-13

$17.23

50.00
50.00

i-Apr-13

S14.95

50.00

$7.39

S920

50.00

mask

May-13
^Jun-13

S16.25

50.00

JO-Jun-13

IT S

$14.00

17-Jul-13

S14.00

50.00

31-Jul-13
ai.A irn.ia

0.23
_ft.1T-

S35.25
CUT*

06-Aug-13
1 1 .tW I.tl

$33.23

50.00

input mask

9. Click the View button to switch to Form


view. In the main form's Navigation
barthe lower Navigation barclick the
Last record 0 button. Click in the left
side of the Zip box, and then watch as
you type 934649388

11. Watch the Phone field as you type the


rest of the phone number: 045556894

64^3E

Hyphen inserted

8. Close [x] the property sheet, and


then Save [B] the form.

10. Press Enter |to move to the Phone box,


type 8 and then compare your screen
with Figure 4.

j Ad54 42 5

Quenis

31 Residents Form

5. Click Next, and then compare your


screen with Figure 3.
The Phone Number input mask has one
option that stores the number, parentheses,
space, and hyphen in the table; the other
option stores only the digits in the phone
number.

Themes

Search-

L*st_Fnst_atdU_Water - Database- h\Acctss Chaptet 3\Last_Fi.

FORMAT

Audited

The input mask converts the digits to (804)


555-6894 and stores that value in the table.

12. Leave the form open for the next skill.

__n_

Hi
You have completed Skill 7 of 10

| Record: H < 126 Of 126

Figure 4

Create Forms | Microsoft Access Chapter 3

513

SKILL 8: C hange Data in One-to-Many Forms


In a one-to-many form, you can work with
the data from two tables on a single screen.

Si

*> -

1. If necessary, open Residents Form in


Form view.
2.

Using the technique practiced in a


previous skill, use the Find and Replace
dialog box to navigate to the record for
Account Number 4367-618513 and then
close the dialog box.

CREATE

EXTERNAL DATA

___w
6isc

Last_First_acc03_Wler: Database- FAAccess Chapter ?\Last_First_acc03_Water.accdb (Access 2007 - 201J Til* for.-

FORM TOOlS

HOME

Filter

Formal Painter

l i Ascending

T Selection -

__________
11 Descending

^ _______
Advanced *

mr; New

T Totals

AA

S Seve
Spelling
Refresh
AH X Detete *
More

Remove Sort y Toggle Filter

- V Replace

3- 3

Resident Water Billings


Aspen Falls Utilities

"FI

3 Mater Bills

V &

3 ) Residents Form

P
S8

Residents

Tent Formatting

All Access Obje...

Calibn

- * Go To
Find
1^ Select

I________ Clipboard_______ r

StOK*Tables

Skills for Success 1

DATASHEET

DATABASE TOOlS

j W o w M tr

Account Mumber |4 3 6 7 -6 1 8513

New Payments Query

lot / First Nome ; Mlddents

30

Residents Form

Street / Apt

93 88 2 S Allumbaugh W ay

31

Water Bills Forn

Zip / Phone

93463-6625

| B6747824

Record for Account

3. In the subform datasheet for Lizzette


Middents, dick in the third record's Paid
Date cell, and then type 13-Aug-14

Number 4367-618513
in main form

BillinglD

9
*

BillingDate

Rate *

1266
1346

31-May* 14
30-Jun-14

1426
(New)

31-Jul-M

Billing

Usage *

0.33
0.35
038

56
184
21

Paid Date *

AmountPaid * AmountDue *

13-Jun-14

$18.48
$64.40
S7.98

$18.48
$64.40

12-JUI-14
13-Aug-14

$0.00
SO.OO

$7.98
J

4. Press 1Enter |, and then in the Amount


Paid cell, type 7.98 Press |Enter |, and then
compare your screen with Figure 1.

Audited

Payment for 13-Aug-14


added to subform

A payment from Lizzette Middents has just


been recorded in the Water Bills table.

5. In the main form's Navigation bar,


click the Next record button []. In the
subform Navigation bar for Pei Butzer,
click the New (blank) record button [^ ]
to scroll to the bottom of the datasheet
and create a new record.

Figure 1

t r -fi-v ;-:

-----------CREATE

FORM TOOLS
EXTERNAL DATA

IK

Filter
f Format Painter

6 . Press |Enter |, and then in the Billing

Date cell, type 31-Jul-14 Press 1Enter |, and


type 0.38 as the Rate. Press Enter |, and
then type 83 as the Usage. Press |Enter |
to update the Billing and Amount
Due columns, and leave the rest of the
row blank. Compare your screen with

HOME

* i Ascending

T Selection -

Xi Descending

^ 3 Advanced

I f Remove Sort T Toggle Fihei

last_FIrat_acc03_Water: Database- F:\Access Chapter 3\last_First_ace03_Water.eccdb (Access 2007 - 2013 file for...

DATASHEET

DATABASE TOOLS

2
Refresh
^ jj. >

Totals

Save

5 Spelling
_
.....- L JM ore-

A*

V Replace

^ ^

- * Go To *
Ct Select*

Records

All Access Obje...

fi

Resident Water Billings

Tables

Aspen Falls Utilities

Residents

SI

Water Bills

Account Numb*

- I

'

3=

Tent Formatting

Find

44 20-209636

Record for

tost / First Mama j Butzer

Pei Butzer

Street / Apt

46521 N Landmark Ct

Zip / Phone

93464-9388

Water Bills Form

2 3 Residents Form

lrri_
3

(804) 555-6894

Figure 2.
Billing 10 -

BillingDate -

936
1019
1102
1185
1267
1347
1428
w
HMMIIII
Record. It t 19 Ol 19

31-Jn-14
28-Feb-14
31-Mar-14
30-Apr-14
31-My-14
30-Jun-14
31-JUI-14

Rats *
0.23
0.24
0.25
0.30
0.33
0.35
038

Usage *
21
18
3
19
92
147
83

Billing

$4.83
$4.32
$0.75
$5-70
$30.36
$31.45

Paid Date
19*Feb-14
12-Mar-14
12-Apr-14
15-May-14
08-Jul-14
23-Jul-14

Am ountPaid AmountDue
$0.00
$4.83
$0.00
$4.32

New record (your Billing ID Auto


Number value may be different)

Continue to the next page to complete the skill !>


Figure 2

514

Microsoft Access Chapter 3 | Create Forms

Skills for Success - ^ ^

$0.75
$5.70
$30.36
$51.45
SO.OO

Audited

$0.00
$000

$0.00
$0.00
$31.54

SKILL 8: C hange Data in One-to-Many Forms


7. In the main form's Navigation bar, click
the New (blank) record button [^ ] to
create a new Resident record.

Account Number

4421-879567

Water Meter

C4847198

Last Name

Bransom

First Name

Alfred

Street

12133 S Azure Ln

Apt

A110

Zip

93464-5635

Phone

(805) 555-2685

8. In the main form, enter the data shown in

Figure 3, pressing IEnter |to move to each


text box.
Figure 3

J
HOME

CREATE

FORM TOOlS
EXTERNAL DATA

OATABASE TOOLS

1 Ascending
View

Paste

Copy
Fo'fnai Paintei

T Selection

Descending

Fitter

'ta Advanced -

?# Remove Sort T Toggle Fittei

Last_First_acc03_Water: Database- F:\Access Chapter 3\Last_First_acc03_Water.accdb (Access 2007 - 2013 file for..

DATASHEET
[Q ,

Skills for Success | H |

t s Nev.

X Totals

1 * jJ? Save
Spelling
Refresh
_
. X Delete * @ M ore

Replace

Find

Calibri

GoTo*
B

b Select*

'

Views________Olpboard

-1

All Access Obje... 3


Resident Water Billings
Aspen Foils Utilities

S3 Residents
S3 Water Sills

Account Number

4421 -879567

New Payments Query

Lcwt / First Name

Bransom

I W ater M *te r

Residents Form

Street

12133 S Azure Ln

Water Bills Form

Zip / Phone

[C 4 84 71 98

Queries
,-:5
3

Apt

||* 1 1 0

93464-5635

Billing 10 9

Billing Date -

1429
(New)

31-Jul-14

New Resident
record

__

Alfred

11. Close [x] the form.

(805) 55 5-2685

Rate *
0.38

usage 27

Billing
S

Paid Date *

Amount Paid -

Amount Due -

SO-00
SO.OO

S lO .2 6

Audited

In this manner, a one-to-many form can


add records to two tables. Here, a new
resident was added to the Residents table,
and then the first billing for that resident
was added to the Water Bills table.
10. Repeat the skills practiced in a previous
skill to start the Snipping Tool and create
a Full-screen Snip. Save the snip in your
chapter folder with the name Last_First_
acc03 VVaterSnip2 and then Close |
the Snipping Tool window.

Ie*t Formatting

Tables

9. In the subform for Alfred Bransom, click


in the first row Billing Date cell. Type
31-Jul-14 and press |Enter |. In the Rate
cell, enter 0.38 and then in the Usage cell
enter 27 Press |Enter |and then compare
your screen with Figure 4.

You have completed Skill 8 of 10


,

A L

Record i

1 of 1

Search

New Water
Bills record

______

..

. .

| Retold, H i127 of 127

Figure 4

Create Forms | Microsoft Access Chapter 3

515

SKILL 9: Create Forms from Queries | I C^o'9


& H 5 3 ~----------------

When you need to edit data for a specific


subset of data, you can base the form on a
query

11

A form based on a query displays only the


records returned by the query's criteria.

HOME

CREATE

EXTERNAL DATA

f_____
e ffi! + !

QUERY TOOlS

<3D Union

Last.Fint.acc03.Watn. Database- F:\Access Chapter 3\Last_First_acc03.Water.eccdb (Acces

Pass-Through
Select Make Append Update Crosstab Delete
.
T,hi
K Data Definition

Show
Table

Insert Rows

ut Insert Columns

Delete Rows

X Delete Columns
_
Return. All

^ Builder

Query Type______

New Payments
Query

- 2013 file form...

Skills for Succe

DESIGN

DATABASE TOOLS

0 P'ope'ty Sheet
Totals Parameters

H Table Names |

Show/Mlde

Query Setup

New Payments Query


Water Bills

Tables

1. In the Navigation Pane, under Queries,


right-click New Payments Query, and
then from the shortcut menu, click
Design View. If the property sheet
displays, Close [xj it.

Resident!

SS

Water Bills

# AccountNumbe
LastName
FirstName
Street
*pt
Zip

Queries
Mew Payment! Query
Forms
m

Residents Form

31

Water Blllt Form

2. In the AmountDue column Criteria cell,


type >0 and then compare your screen
with Figure 1.

9 BillinglD
AccountNumber
BillingDate
Rate
usage
Billing
PaidDate
AmountPaid
AmountDue
Audited

Field:
Table:
Sort
Show:
Criteria:

In the New Payments Query, fields from


two related tables are selected. The criteria
will filter only those records for which an
amount is due.

3. Click Save [Sj. On the Design tab, in the


Results group, click Run to display 50
records. Close [xj the query
4. Under Queries, verify that New
Payments Query is selected. Click the
Create tab, and then in the Forms group,
click the Form button. Compare your
screen with Figure 2.
The form displays all the fields from the
select query. In this manner, you can build
forms with fields from related tables in
Single Form view or filter data by adding
criteria to the query.

AmountDue
Criteria cell

Figure 1

C*
HOME

FORM LAYOUT TOOLS

CREATE

EXTERNAL DATA

DATABASE TOOLS

aView Themes
E @ lFontsv
Vltwt

toreft-

P j

Tables
3
Resident!

=51 New Payments Query \

_ ] New Payments Query


AccountNumber | 1173-464142

Watei Bills
8

3 J New Payment! Query


Forms
a

Form built
from query

last Nome
Fin* Name
Billing Date

| 3 1 -Ju ki4

Billing

| >48.26

Paid Date
Amount Paid
Amount Due

[ $48 26

50 records from
query are available

Continue to the next page to complete the skill

Figure 2

516

Microsoft Access Chapter 3 | Create Forms

Last_Fit_acc03_Water: Database- F:\Access Chapter 3\Last_First_acc03_Water.accdb (...

FORMAT

?5

Skill* for Succcss * ^

IS

Insert
mag*

5_)1Title
090
* Date and Time
Header / Footer

All Access Obje... |

31

ARRANGE

i n ta

Themes

Queries

DESIGN

Add Existing Property


Fletd,
Sheet

Last_Flre1_acc03_Water: Database- F:\Access Chapter 3\Last_First_acc03_Water.accdb (Access 2007 - 2013 file format) - Access
HOME
JJh

EXTERNAL DATA

CREATE

i i Ascending

Cut

3 Sfecopy
Paste
>Y format Painter

Fillet

'
' Selection
Selection-

I i Descending 'fa Advanced


a Remove Sort T Toggle Filter

[F^i
| ^ j >
New
S Save
Refresh
411. A Delete

251. Totals
Totals

AA

Spelling
___
* E^More*

-+ Go To Find .
ft Select -

"P

5-

^ 3 New Payments Form

g W J New Payments

P
*

1 3 R|idanti
3

Tent Formatting

All Access Obje...


Tables

fSe Replace

Clipboard

Start!1-

Skills for Success - n

DATABASE TOOLS

5. On the Design tab, in the Tools group,


click the Property Sheet button to open
the sheet. Verify that the first text box is
selected, and then on the property sheet
Format tab, change the Width value to 4"
Close [x] the property sheet.

Account Number [ l l 73-464142

6. Repeat the technique practiced

Water Bills

Queries

St

3 3 New Payments Quary


Forms

31 New Payments Form

Last Name

Wllklson

Firit Name

Jets

BillingDate

[3 1 -Jul-14

Billing

| $48.26

-ni

*-11 Rendenti Form


31 Water Bills Foim

previously to insert the acc03_WaterLogo


file as the form's logo, and then change
the Title control's text to New Payments

Completed
form

Paid Date
Amounr Paid

SO.OO

Amount Du

$48.26

7. Insert a Date and Time control with the

middle date dd-mmm-yyoption


button selected and the Include Time
check box cleared.
8. Click Save [Bj. In the Save As box, type

New Payments Form and then press


Enter ] .

9. Click the View button to switch to Form

view, and then compare your screen with


Figure 3

Figure 3.
10 . Find the record for Account Number

aE n * > -

->

HOME
^

View

Paste

Last_First_acc03_Water s Database- FAAccess Chapter 3\Last.Flrst.acc03.Wter.accdb (Access 2007 - 2013 file format) - Access

"
EXTERNAL DATA

CREATE

Filter

& Format Painter

Views________Olpboard

Tables
3

Residents

T3Advanced*
__
Remove Son y Toggle Filter

2610-408376 In the Paid Date text box,


enter 13-Aug-14 and then press |Enter ]. In
the Amount Paid field, enter 43.70 Press
j Enter |, and then compare your screen with
Figure 4.

[ f^ j

oS New

51 Totals

sSSave
Spelling
Refresh
_
A Delete 3 More -

JA
Find

fac Replace
- * Go To*
Ci Select-

All Access Obje...


Stonn.

' Selection *

Descending

Skills for Success *

DATABASE TOOLS

z 1 Ascending

.)& Cut
Fa Copy

3 New Payments Form

New Poyments

11.

*
Account Number

2610-408376

Last Name

Klaicn

H3 Water Bills
Queries
Hp New Payments Query
Forms

31
31
31

"ew Payments Form


Residents Form
water Bills Form

First Name

Franklin

Billing Dare

j31 .Jul.1 4

Billing

| $4370

Paid Date
Amount Paid
Amount Due

13-Aug-l4

1 2 .

Create a Full-screen Snip, save the snip


in your chapter folder as Last_First_
acc03_WaterSnip3 and then Close
the Snipping Tool window.
Close [X] the form.

New payment
for account
2610-408376

You have completed Skill 9 of 10

2 3 2 3 1

Figure 4

Create Forms | Microsoft Access Chapter 3

517

SKILL 10: Create Navigation Forms | | C^03'10


Navigation form s are forms that contain a
Navigation Control with tabs that you can
use to quickly open forms and reports.
1. On the Create tab, in the Forms group,
click the Navigation button, and then
compare your screen with Figure 1.

|Bi Ul h
|

----

HOME

CREATE

mm m mm m m n

Application Tabla Table SharePoint


Part**
De*ign Lift*'
Template*___________Table*______

Query Query
Wuard Design
Queuet

Form

Skill* for Succett *

DATABASE TOOLS

Form Blank
Design Form
Porn

m Sr

] Navigation *
B

H -f-w w .

Vertical Tata. Rfcfct

Horizontal Tata and Vertical Tata. I*f1

All Access Obje...

* 6 Module
Macro

Clan Module
LjVitual Banc

Mactoi & Cod*

Tata, le ft

Navigation
Form layouts

The gallery provides a visual summary


of the several layouts available in a
Navigation form.

L**t.Flr*t_#cc03_Weter i Detabaie- F;\Aece* Chapter J\L*t_Firjt_eccC3_Wat*r.*<cdb (Acceu 2007 2013 fileformat) Acce*
EXTERNAL DATA

Horizontal Tata. 2 IflveH

flvnMnt) a w
Fotrm
3

New ^mnts Form

Kei<detJ Form

Water (WHforw

| f 1 | HorUontal Tata and Vertical Tata. Right

2. In the Navigation Form gallery, click


Vertical Tabs Left to create the form.
3. Near the top-left comer of the new form,
click to select the [Add New] button, and
then click the Format tab. In the Control
Formatting group, click the Quick Styles
button, and then click the last style in the
last row Intense Effect - Teal, Accent 6.
4. With the button still selected, in the

Control Formatting group, click the


Change Shape button, and then click the
third shape Rounded Rectangle.
5. Drag Residents Form from the
Navigation Pane to the [Add New]
button in the Navigation form, and
then release the left mouse button.
Repeat this technique to add Water Bills
Form and then New Payments Form
to the Navigation form. Compare your
screen with Figure 2. If the Field List list
displays, Close [x] it.
6. Click the Design tab, and then click the
Property Sheet button. In the property
sheet, below Selection type, click the
arrow, and then click Form to display the
form's properties.

m m
Figure 1

O'

*>

C*

HOME
It

fo rm LAYOUTTOOLS

CREATE

EXTERNAL DATA

iTwCgwMTP W

' tj Select All

Selection

DATABASE TOOLS

|l!

DESIGN

Background Alternate
Image - Row Color

Pont
3

Novigotion Form
j3

Rendem*

Water Bath

I New Payments

Buttons formatted
and added
3

Residents Form

Water BNIj Form

Account NuRibai
t Nome

Billing Dae
6.llmg

Microsoft Access Chapter 3 | Create Forms

1 173-4 *41 42
Wll|ti<m

]31.JvU l4
$48.26

Paid Dot*

Selected form

>
Figure 2

518

'** Shape Fill


^ Shape Outline *
Quick Change Conditional _
Outline
Style* * Shape * Formatting Shape Effect* *
Control Formatting

Navigation Form \

Amount Paid

SO.OO

Amount Duo

U 9 26

Record: M

Continue to the next page to complete the skill

La5t.Flnt.accQ3.Water: Databate- F:\Acce** Chapter I\La*t_Flm.*cd.Weter.eccdb (...

FORMAT

|T ]

Fomuttmg

ARRANGE

; l< IO

Skilli fo< Succeti ^

SKILL 10: Create N avigation Forms


S

*5 -

c*

HOWE
g

[g j

View

EXTERNAL OATA

CHS*

b c

DATABASE TOOLS

Tables

Skillt for Success ^

FORMAT

El

All Access Obje... *


Stores

Insert
Image

f r

_
*

Selection type

eh m

and Time

Add Existing Property


pjeldt
Sheet

set to Form

7. On the property sheet, click the Other


tab, and then click Modal. Click the
Modal arrow, and then click Yes.
Compare your screen with Figure 3.

3 1 Navigation Form\

Property Sheet

_ ] Navigation Form

When a modal form opens, the Navigation


Pane is collapsed.

Selection type: Foim

iH3 Residents

S S I New Payments

Residents Form

Water Bills

Queries

No

*
W ole* BiHi Form

5 3 New Payments Query


Form*
j3

ARRANGE

'

Theme* [jJ Fonts

DESIGN

AccountNumber | 1173-464142

Sc

New Payments Fotm

3 Resident! form

New Payment* Form


[Add New]

~3I water 81II1 Form

last Name

I WtHdaoA

Ftm Name

| j

Billing Date

I 31 -Jul-M

Billing

j $48.26 ~

I
Shortcut Menu Bar
Help File
Help Content id
Hit Module
Uie Default Paper iise
Past Later Printing
Tag

Paid Date
Amount Paid

j 10.00

Amount Due

j 148.26

Modal property
set to Yes

8. Click Save [H], and then click OK to


accept the default name for the form.
Close [x] the property sheet, and
then Close [x] the form.
9. Click the File tab, and then click
Options. On the left side of the Access
Options dialog box, click Current
Database. Click the Display Form
arrow to display a list of all the database
forms, and then click Navigation Form.
Compare your screen with Figure 4.
In the Application Options dialog box, you
can pick one form that opens automatically
when the database is opened.

Figure 3

10. Click OK, read the message that displays,


and then click OK.

Lt.Firfl_*cc03_Wat: Datalwie- R\A


HOME

bS

CREATE

>LDATA

Access Options *

Cut
General

Skills for Success -

Access Options
dialog box

j : Options for the currant database.

tent Databate
Current

All Access Obje...

D eash^^
ta il
lect Aligners
Object
Cj
afiaa

H I Residents
3

Watei Bills

Queries
rP New Paymentt Query

Current Database
selected
Customiie Ribbon

Forms

Quick Access Toolbar

3)

Navigation Form

Add-me

New Payments Foim

31
31

Application Options

Use at Form and Report Icon

Qitplay Form:

Navigation Form

&et> Display Foim

Display Form set


3 4 -

to Navigation Form

21 Display Status Bar


Document Window Options
O Overlapping Windows

13. Close [x] the form to display the


Navigation Pane, and then Close [x ]
Access.

(#) Tabbed Document*

Trust Centei

Residents Form
Water 6Ht Form

12. Create a Full-screen Snip, save the snip


in your chapter folder as Last_First_
acc03_WaterSnip4 and then Close H 3 I
the Snipping Tool window.

Application Iitie:
Application icon:

Display Document Tabs

Use Access Special Kays

Compact on Close

G Ramose personal information from file properties on save


0

14. If you are printing this project, open


the snips in Paint, and then print them.
Otherwise, submit the database file as
directed by your instructor.

Use Windows-themed Controls on Forms

Enable Layout View

Enable dasign changes for tables in datasheet view

Check for truncated number fields

Picture Propatty Storage Format


<) resr. source image format (smaller file site)
O Conirt all picture data to bitmaps (compatible with Access 2003 and earlier)
Navigation
0

11. Close [x ] and then reopen the database


to verify that Navigation Form opens as a
modal form.

4f

Display Navigation Pane


|

OK

Cancel

DONE! You have completed Skill 10 of 10, and


your database is complete!

Figure 4

Create Forms | Microsoft Access Chapter 3

519

More Skills
The following More Skills are located at www.pearsonhighered.com/skills

More Skills 11

Validate Fields

Designing databases involves setting field properties so that


those who use the databases enter data correctly. For example,
the data type, field size, and input mask properties all limit the
types of data that can be entered into a field. Validation rules are
also written so that the desired values are entered into fields.

More Skills

In More Skills 11, you will set the Field Size and Format field
properties to validate data. You will then add a validation rule
that limits what can be typed into the field.
To begin, open your web browser, navigate to
www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

C reate Databases from Templates

Online templates can provide a way to build a full-featured


database quickly. When you start Access, several templates
are available for common business practices such as managing
contacts and tasks.
In More Skills 12, you will create a database from the Task
Management template provided by Microsoft. You will then

use the database to enter a new task, enter a new contact, and
then assign the task to the contact. You will then view one of the
template's reports.
To begin, open your web browser, navigate to
www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

More Skills C D Create Macros


Macros are used to perform a sequence of steps with a single
click of the mouse. Using macros in forms and reports saves time
and automates common tasks.

To begin, open your web browser, navigate to


www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

In More Skills 13, you will create two macros using two different
methods and then use the macros to update a report that is based
on a query.

More Skills 14 Create Access Apps


Access databases can be stored on the Cloud and then shared on
the web by creating an Access app. Also known as Access Web
apps, Access apps are stored on an SQL Azure or SQL Server. If
you have an Office 365 account, you may have access to one of
these servers. After they are created, Web apps can be accessed
from a web browser.

In More Skills 14, you will read how to create and use an Access
app and answer five questions about the process. If you have
SQL Azure or an SQL Server account, you can perform the steps
in this skill to create the Access app yourself.
To begin, open your web browser, navigate to
www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

Please note that there are no additional projects to accom pany the More Skills Projects, and they are not covered in
the End-of-Chapter projects.

520

Microsoft Access Chapter 3 | Create Forms

Review
The following table summarizes the SKILLS AND PROCEDURES covered in this chapter.
Skills
Number

Task

Step

Icon

Create forms with the Form Wizard

Create tab Forms group - Form Wizard

Locate a record in a form

Click in the field to be searched.Then, Home > Find group >Find

Create new records

In the Navigation bar, click New (blank) record

Format form controls

Select the control(s) in Layout view, and then use the groups on the Format tab

Set control widths and heights

On the property sheet Format tab, change the Width or Height property

Apply conditional formatting

Format tab >Control Formatting group > Conditional Formatting New Rule

Add logos

Design tab Header / Footer group > Logo

Create forms with the Form Tool

Select table or query in Navigation Pane. Then, Create tab >Forms group > Form

Create one-to-many forms

In the Navigation Pane, select the table that will be the main form. Then, Create
tab >Forms group >Form

Add date and time controls

Design tab > Header / Footer group Date and Time

Insert columns and rows

Arrange tab Rows & Columns group

Delete columns and rows

Arrange tab -> Rows & Columns group >Select Column or Select Row.Then, press
[ Delete |

Merge columns and rows

Select cells. Then, Arrange tab -> Merge / Split group

Edit label control text

Double-click the label control

Add input masks to form text box


controls

Property sheet Data tab > Input Mask > Build button

Edit data in one-to-many forms

Use the main form Navigation bar to locate the desired record. Change data in either
the main form or the subform datasheet

10

Create Navigation Forms

Create tab -> Forms group - Navigation Form

10

Automatically close the Navigation


Pane when the form is open

Property sheet Other tab -> Modal - Yes

10

Automatically set a form to open when


the database is first opened

File >Options >Current Database > Display Form

10

Format button controls

Format tab -> Control Formatting group - Quick Styles (and other commands in the
group)

Keyboard
Shortcut

fctFn+m

E)

Merge

Create Forms | Microsoft Access Chapter 3

521

Review

Key Terms
Columnar layout................... 501
Comparison operator...........506
Control.......................................504
Edit m o d e ................................ 509
Input m ask ..............................512
L a b e l.........................................504

Online Help Skills


1. Start Access 2013, and then in the upper right comer of the start page, click the
Help button [?].
2. In the Access Help window Search help box, type split form and then press
| Enter |.

3. In the search result list, click Create a split form, and then compare your screen
with Figure 1.

Layout.......................................501

Layout v ie w ............................504

Access Help

Modal form.............................. 519

Navigation fo rm ................... 518


One-to-many f o r m ............... 508
Placeholder character...........512
Single Form v ie w ................. 502
Tabular lay o u t........................510
Text b o x .................................... 504

<3 #

Pi j spirt form

*
f) |

Create a split form


NOTE Split forms cannot be used as part of an Access Web Application.
A split form gives you two views of your data at the same time a Form view and a Datasheet
view. The two views are connected to the same data source and are synchronized with each
other at all times. Selecting a field in one part of the form selects the same field in the other
part of the form. You can add, edit or delete data from either part (provided the record source
is updateable and you have not configured the form to prevent these actions).

Working with split forms gives you the benefits of both types of forms in a single form. For
example, you can use the datasheet portion of the form to quickly locate a record, and then use
the form portion to view or edit the record. The form portion can serve as an attractive and
functional header for the datasheet portion. This technique is used in many of the template

Figure 1
4. Read the article to answer the following questions: How is a split form like a

one-to-many form? How is a split form different from a one-to-many form?


What are the advantages of a split form?

522

Microsoft Access Chapter 3 | Create Forms

Review

Matching

MylTLab )

Match each term in the second column with its correct definition in the
first column by writing the letter of the term on the blank line in front of
the correct definition.
__

1. A tool used to create a form that provides a way to select tables


and fields before the form is created.

A Current Database

__

2. The arrangement of data and labels in a form or reportcolumnar or tabular, for example.

C Form Wizard

__

3. A form control that displays the name of a form by default; the


actual text can be edited later.

E Layout

__

4. A set of special characters that control what can and cannot be


entered in a field.

G One-to-many form

__

5. A layout with cells arranged in rows and columns into which


controls are placed.

___

6 . By default, subforms display in this view.

__

7. By default, main forms display in this layout.

__

8. A type of form that has a subform that displays related records


from another table.

__

9. A form that can be used to quickly switch between forms and


reports in the database.

B Datasheet view

D Input mask

F Navigation form

H Single Form view

I Tabular layout
J Title

__ 10. To set a form to open automatically when the database is opened,


open the Access Options dialog box, and then display the options
for this category.

BizSkills
Video

1. What do you think are the biggest sources of conflict


in the meeting portrayed in the video?

2 . What suggestions do you have to reduce the conflict

in the group portrayed in the video?

Create Forms | Microsoft Access Chapter 3

523

Review

Multiple Choice

MylTLab

Choose the correct answer.


1. An Access view used to format a form or report
while you are viewing a sample of the data.
A. Design view
B. Form view
C. Layout view
2. A layout that places labels in the first column and

data in the second column.


A. Columnar
B. Datasheet
C. Tabular
3. Controls on a form or report that describe each

fieldoften the field name in the underlying


table.
A. IntelliSense Quick Info boxes
B. Labels
C. Text boxes
4. Controls on a form or report that display the data

from each field in the underlying table or query.


A. Labels
B. Textboxes
C. Titles
5. The property sheet tab that contains the Input Mask

property.
A. Data
B. Format
C. Other

6. The symbol in an input mask that is replaced as

you type data into the field.


A. Data character
B. Input character
C. Placeholder character
7. Formatting that evaluates the values in a field and
formats that data according to the rules you specify;
for example, only values over 1000 will have bold
applied.
A. Conditional formatting
B. Logical formatting
C. Rules-based formatting
8. A form contained within another form that contains
records related to the record displayed in the main
form.
A. Parent form
B. Relationship form
C. Subform
9. When you want to build a form for a subset of table
data, you can base the form on this.
A. Blank Form tool
B. Filtered table
C. Query
10. To automatically close the Navigation Pane
whenever the form is open, this form property
needs to be set to Yes.
A. Full Width
B. Modal
C. Open Exclusive

Topics for Discussion


1. You have created forms using two different methods:
the Form tool and the Form Wizard. Which method
do you prefer and why? What are the primary
advantages of each method?

524

Microsoft Access Chapter 3 | Create Forms

2. Recall that forms are used to enter data into a

database. Consider the types of data businesses


might store in a database. For example, a school
needs a class registration form to enter students into
classes. What type of forms might other businesses
need to enter data?

Review

Skills Review

My'Lbab ,

To com plete this project, you will need the following files:
acc03_SRElectricity
acc03_SRLogo

You will save your file as:


Last_First_acc03_SRElectricity
1. Start Access 2013, and then open the student data file acc03_SRElectricity. Save
the database in your Access Chapter 3 folder with the name Last_First_acc03_
SRElectricity If necessary, enable the content.
2. On the Create tab, in the Forms group, click the Form Wizard button. In the

Form Wizard, select the Billing Cycles table, and then move AccountNumber,
CycleDate, Rate, ElectricityUsage, and UsageFee into Selected Fields. Click
Next two times, name the form Charges Form and then Finish the wizard.

Figure 1

3. On the Home tab, in the Views group, click View to switch to Layout view.
4. With the Account Number text box control selected, press and hold | Ctrl |, while

clicking the other four text boxes. Click the Format tab, and then in the Font
group, click the Align Left button.

DCSGH

lSJFonu- r

9 a

ai

bb

URANftf

H a

fC*M*l

o s !; i

n i.o

--------------- _ _ ----------------------------------------------------

All Access Obje.. ' * |

5. Click the Home tab, and then click the View button to switch to Form view.
In the Navigation bar, click New (blank) record, and then enter the following
billing: Account Number is 4420-209636 Cycle Date is 31-Jul-14 Rate is 0.07623
and Electricity Usage is 242 Click in the Usage Fee field, and then compare
your screen with Figure 1.

< i,

N e w P a y m e n ts Form

PaM Dot*

mm

0jfejodTtmt

lilll.~| IXopcity
f jj,
- Property Sheet

|24-JUI-I4

Amount f'aa

jjsaoo

AmocrilOu*

IJIIJJO

6. Save and then Close the form. In the Navigation Pane, click New Billings
Query one time to select it. Click the Create tab, and then in the Forms group,
click the Form button.
7. Double-click the Title control, and then change the text to New Payments Form

Figure 2

8. Click the Account Number text box, and then click as needed to open the
property sheet. On the property sheet Format tab, change the Width property
to 4" and then compare your screen with Figure 2.
9. Click Save, type New Payments Form and then click OK. Close the form.

Continue to the next page to complete this Skills Review

Create Forms | Microsoft Access Chapter 3

525

Review
10. In the Navigation Pane, click Residents one time to select it. Click the Create
tab, and then in the Forms group, click the Form button. Click Save, type
Residents Form and then click OK.
11. On the Design tab, in the Header / Footer group, click Logo, and then use the
Insert Picture dialog box to insert the file acc03_SRLogo.
12. Click the Zip text box, and then click the property sheet Data tab. Click the
Input Mask box, and click the displayed Build button. In the Input Mask
Wizard, select Zip Code, and then click Finish.
13. Using the property sheet, set the width of the column of the Account Number
text box to 4" With the column still active, click the Arrange tab, and then in the
Rows & Columns group, click the Insert Right button three times.

Figure 3

IB*-.

14. Drag the Electricity Meter label to the first empty cell to the right of the
Account Number text box. Drag the Electricity Meter box control to the first
empty cell to the right of the Electricity Meter label. Use the property sheet to
set the width of the column with the Electricity Meter label to 1.5" and then
Close the property sheet.
15. Click in the row with the subform. On the Arrange tab, in the Rows &
Columns group, click Select Row. In the Merge / Split group, click Merge.

i l z i Ert,

16. Click Save, and then switch to Form view. Find the record for Account
Number 4420-209636 and then Close the Find and Replace dialog box.

N a v ig a tio n Form

17. In the subform, click the Last record button, and then in the last record, type
a Paid Date of 13-Aug-14 and an Amount Paid of 18.45 Compare your screen
with Figure 3, and then Close the form.

1 N e w P a ym ents Form

FVtl Hem

|Mariano

Pda Dot*

jg4-JuH4

/mount Paid

[>5000

*nountDuo

.t il DO

18. On the Create tab, in the Forms group, click Navigation, and then click
Vertical Tabs, Left.
19. Select the [Add New] button, and then click the Format tab. In the Control
Formatting group, click the Quick Styles button, and then click the second
style in the last row Intense Effect - Dark Red, Accent 1.
Figure 4

20. Drag Residents Form to the [Add New] button. Repeat to add Charges Form

and then New Payments Form.


21 . Display the property sheet, and then, under Selection type, select Form. On the

property sheet Other tab, change the Modal property to Yes.


22. Click Save, click OK, and then switch to Form view. Compare your screen with
Figure 4.
23. Close Access and submit the project as directed by your instructor.
DONE! You hove completed this Skills Review

526

Microsoft Access Chapter 3 | Create Forms

Skills Assessment 1 ( MyIL^ab )


To com plete this database, you will need the following
files:
acc03_SAlClasses
acc03_SAlLogo

You will save your datab ase as:


Last_First_acc03_SAlClasses

1. Start Access 2013, and then open the student data file acc03_
SAlClasses. Save the database in your chapter folder with the name
Last_First_acc03_SAl Classes If necessary, enable the content.
2. Use the Form Wizard to create a form with all the fields from the
Class Sessions table except SessionlD. Name the form Class Sessions
Form and accept all other wizard defaults.
3. Set the width of all the form's text boxes to 3" and their text

alignment to left.
4. Use the form to add the following record: Class Name is Intermediate

Microsoft Word Community Center is Central and Intern ID is 10


Leave the other fields blank. Save and then Close the form.
5. Use the Form Tool to create a form based on the Word Classes
query. Change the Title control text to Word Classes Form Save the
form as Word Classes Form and then Close the form.
6. Use the Form Tool to create a form with a main form based on the
Interns table and a subform based on the Class Sessions table.
Change the form's logo using the file acc03_SAlLogo.
7. Add a Phone Number input mask to the Phone text box control

that uses the number sign (#) as the placeholder character. Accept all
other wizard defaults.
8. Add a column to the right of the table, and then move the Last
Name text box control into the first cell to the right of the First
Name text box.
9. Delete the unused row with the Last Name label, and then change

the First Name label text to First / Last Name


10. Set the width of the table's first column to 1.5" and the width of the
second and third columns to 2.6" In the subform row, merge all of
the cells.

11. Save the form with the name Class Intern Form and then switch
to Form view. Navigate to the last Intern record, and then in the
subform for Connie Colasurado, complete the last record by adding
a Start Date of 5/14/2014 and Start Time of 2:00 PM Compare your
screen with Figure 1, and then Close the form.
12. Create a Navigation Form with the Vertical Tabs, Left layout.
Apply the Intense Effect - Green, Accent 1 Quick Style to the [Add
New] button, and then add buttons in the following order: Class
Sessions Form, Class Intern Form, and then Word Classes Form.
13. Set the form's Modal property to Yes. Click Save, and then click
O K . Reopen the form, and then compare your screen with Figure 2.
14. Close the form, Close Access, and submit the project as directed by
your instructor.
DONE! You have completed Skills Assessment 1
Create Forms | Microsoft Access Chapter 3

527

Assessment

Skills Assessment 2
To co m p lete this datab ase, you will need the following
files:
acc03_SA2Rentals
acc03_SA2Logo

You will save your d a ta b a s e as:


Last_First_acc03_SA2Rentals

1. Start Access 2013, and then open the student data file acc03_
SA2RentaIs. Save the database in your chapter folder with the name
Last_First_acc03_SA2Rentals If necessary, enable the content.
2. Use the Form Wizard to create a form with fields from the Rentals
table in this order: RenterlD, Date, and RoomNumber. Name the
form New Rentals Form and accept all other wizard defaults.
3. Set the width of all the form's text boxes to 2" and their text

alignment to left.
4. Use the form to add the following record: Renter ID is CF38960

Date is 7/30/2014 and Room Number is SW115 Save and then


Close the form.
5. Use the Form Tool to create a form based on the Southeast Rentals

Figure 2

query. Change the form's logo using the file acc03_SA2Logo. Save
the form as Southeast Rentals Form and then Close the form.
6. Use the Form Tool to create a form with a main form based on the
Rooms table with a subform based on the Rentals table.
7. For the Deposit text box control, create a new conditional
formatting rule: If the field value is greater than 75 the font should
be Green (column 6, last row) and Bold.
8. Use the property sheet to set the Description text box control's
Width to 4.5" and the Height to 1"
9. Save the form with the name Rentals by Room Form and then

switch to Form view. In the main form, navigate to Room Number


SW115. In the subform for that room, complete the last record by
entering 2 in the Hours field. Compare your screen with Figure 1,
and then Close the form.

528

Microsoft Access Chapter 3 | Create Forms

10. Create a Navigation Form with the Horizontal Tabs layout. Apply
the Colored Outline - Purple, Accent 6 Quick Style (column 7,
row 1) to the [Add New] button, and then change its shape to
Round Same Side Comer Rectangle (shape 5).
11. Add buttons in the following order: New Rentals Form, Rentals by
Room Form, and then Southeast Rentals Form.
12. Set the form's Modal property to Yes. Click Save, and then click
OK. Reopen the form, and then compare your screen with Figure 2.
13. Close the form, Close Access, and submit the project as directed by
your instructor.
DONE! You have completed Skills Assessment 2

Assessment

Visual Skills Check


To com plete this database, you will need the following files:
acc03_VSArtCenter
acc03_VSLogo

JfU

Navigation Form

Art Classes N a v ig a tio n Form

You will save your d a tab ase as:


Last_First_acc03_VSArtCenter

Students Form

Students

Art Class Schedule

Art Instructors Form

Open the database acc03_VSArtCenter,


and then using your own name, save the
database in your Access Chapter 3 folder as
Last_First_acc03_VSArtCenter

Discounts Form

Open Students Form in Layout view, and


then arrange and format the label and text box
controls as shown in Figure 1. The First Name
and Last Name labels are bold, the City label
text has been changed to City / State / Zip and
unused rows have been deleted.

Create the Navigation form shown in Figure 1.


The form is named Navigation Form the
title text has been changed to Art Classes
Navigation Form and the logo was inserted
from the file acc03_VSLogo. The buttons have
been formatted with the Subtle Effect - Dark
Blue, Accent 1 Quick Style, the Rounded
Rectangle shape, and the button text is bold.
The form properties have been changed so
that the Navigation Pane automatically closes
whenever the form is open.

First Nam e

Last Nam e

Santiago

Corbet

Street

13578 S Brightview Av

Apt

City / State / Zip

Aspen Fails

CA

93443

Neighborhood

Southeast

Birth Date

9/26/1940

Phone

(804) 555-6894

Discount

0%

I R o id l

1 o f 311

Student ID

MOO)

T,

Figure 1

Submit the project as directed by your


instructor.
DONE! You hove completed Visual Skills Check

Create Forms | Microsoft Access Chapter 3

529

Assessment

My Skills
To com plete this d atabase, you will need the following file:
acc03_MYGrades

You will save your d a ta b a s e as:


Last_First acc03 MYGrades
1. Start Access 2013, and then open the
student data file acc03_MYGrades. Save
the database in your chapter folder with
the name Last_First_acc03_MYGrades If
necessary, enable the content.
2. Use the Form Wizard to create a form with
all of the fields from the Scores table except
ScorelD. Name the form Scores Form and
accept all other wizard defaults.
3. Set the width of all the form's text boxes to
2.5" and their text alignment to left. Save,
and then Close the form.
4. Use the Form Tool to create a form based
on the Missing Scores query. Change the
Title control text to New Scores
Figure 2

5. Set the width of the text box controls to


3.5" Save the form as New Scores Entry
Form and then Close the form.

Microsoft Access Chapter 3 | Create Forms

10. Create a Navigation Form with the


Vertical Tabs, Left layout. Apply the
Moderate Effect - Brown, Accent 4 Quick
Style (column 5, row 5) to the [Add New]
button.
11. Add buttons in the following order: My
Classes Form, Scores Form, and then
New Scores Entry Form.

6. Use the Form Tool to create a form with a


main form based on the Classes table with
a subform based on the Scores table.

12. Set the form's Modal property to Yes.


Click Save, and then click OK. Reopen the
form, and then compare your screen with
Figure 2.

7. In the main form, change the Title control


to My Classes and then use the property
sheet to set the Height of the row with the
subform to 3.2"

13. Close the form, Close Access, and


submit the project as directed by your
instructor.

8. Save the form with the name My Classes


Form and then switch to Form view.
Compare your screen with Figure 1.

530

9. In the main form, create a new record


using the data from the class that is
assigning this project to you. In the
subform, fill in the data for all of the
assignments, quizzes, tests, or other
grading opportunities that have been
posted for your class. If you received
scores on any of these, enter those
scores. When you are done, Close the
form.

DONE! You have completed My Skills

Assessment

Skills Challenge 1
^

To com plete this database, you will need the


following file:

You will save your d a ta b a s e as:


Last_First_acc03_SClFarms

acc03 SClFarms

Open acc03_SClFarms and save the database in your Access


Chapter 3 folder as Last_First_acc03_SClFarms Use the Form
Tool to create a form that displays all the records and fields
from the Farms table. Using the techniques practiced in this
chapter, arrange the labels and text boxes so that anyone
who uses the form can fill in the data in a logical order. Add
columns and rows and merge cells as needed, and resize them
to better fit the data they contain. Delete any unused rows
or columns. Update the label text so that the labels clearly

describe the data. For example, add spaces between words and
where appropriate, describe all the controls in a single row.
Format the controls with the farm's name so they stand out from
the rest of the controls.
Create and print a snip of the form or submit the database file as
directed by your instructor.
DONE! You have completed Skills Challenge 1

Skill Challenge 2
A

To com plete this database, you will need the


following file:

You will save your d a ta b a s e as:


Last_First_acc03_SC2 Wild life

acc03_SC2Wildlife
Open acc03_SC2Wildlife, and then save the database as Last_
First_acc03_SC2Wildlife Create a one-to-many form based on
the Wildlife table in the main form, and the Alternate Names
table in the subform. Format the form to fit the data it will
hold making sure to leave room for about five lines of text in
the Description text box. Research each of the animals in the
Wildlife table in order to complete the form. You can find the
information you need at a website such as Wikipedia. Using

the information you find, fill in the form. The first recordTule
Elkhas been completed as an example. Place alternate names
in the subform. If an alternate name cannot be found, leave the
subform blank for that animal. Submit the project as directed by
your instructor.
DONE! You have completed Skills Challenge 2

Create Forms | Microsoft Access Chapter 3

531

C H A P T E R

Create Reports
Access reports are designed to present information derived from tables
and queries.

When you want to select certain fields from one or more tables, you can
create a report using the Blank Report tool.

You can use several methods to add fields to reports. You can then
format and arrange the fields to make the information more meaningful.

When you need to print addresses on self-adhesive labels, you can create
a labels report.

The records in reports can be grouped, sorted, and filtered to make the
information more useful.

As you work with reports, each view has a special purpose that can be
modified in Layout view. Report view shows the reports screen version
and Print Preview shows the reports printed version.

You can build a report with fields from an entire table or those fields that
are selected when you run a query using the Report tool.

A sp e n Falls C ity H a ll
In this chapter, you w ill create forms for Aspen Falls Utilities. You w ill work
under the supervision o f Diane Payne, Public Works Director, to build a
report about w ater bills for city residents and create mailing labels using
resident addresses. You w ill also build a report that provides statistics about
m onthly w ater usage.
Good reports filte r and sort the data found in the database tables in
a way th a t provides useful inform ation. Many reports are started by first
creating a query so that the query can provide the fields and criteria needed
by the report. After a report is created, you can add additional grouping,
sorting, and filters so th a t just the records and fields you need display.

Auremar

Reports can be designed in Layout view, and then viewed in Report


view or printed. Reports th a t w ill be printed typically need to be narrower
than reports th a t are designed to be viewed on a com puter screen. For
this reason, it is a good practice to view reports in Print Layout View, and
then make adjustments as needed to present the report effectively on the
printed page.
You w ill create reports using the Report Wizard, Blank Report tool, Report
tool, and Labels tool. You w ill also form at, group, sort, and filter reports to
display th e inform ation more effectively. Finally, you w ill summarize report
data by adding totals.

532

Microsoft Access Chapter 4 | Create Reports

Introduction
0-90

Time to complete all 10


skills - 60 to 90 minutes

S tud en t d a ta files n e e d e d for this c h a p te r:

O u tc o m e

acc04_Water (Access)
acc04_WaterLogo (JPG)

Using the skills in this chapter, you will be able to


create Access reports like this:

mm.

You w ill s a ve your file as:


Last__First_acc04_Water
22-Sep-M

2 0 14 W a te r Statistics

8:1/ AM

Month Ending

SKILLS
1
w

C^y^"Lab
V

Skills 1-10 Training

At the end of this chapter you will be able to:


Skill 1 Build Queries for Reports

Sample Count

Ave. Usage*

Ave. Billing

Total Due

3 1 -Jan-14

84

46.8

$ 10.76

$0.00

2 8-F eb -l4

83

37.8

$9.08

$194

31-M ar-14

83

50.1

$12.53

$ 18.75

30-A pr-14

83

53.3

$15.81

($17.08)

31-May-14

82

7 3.7

$24.31

($ 3 1 0 1 )

30-Jun-l4

80

94.4

$33.05

$6.30

3 1 -Jul-14

80

138.1

$52.49

$ 4,199.38

T o ta l Sample

575

Averages
I00' of galloni

70.6

$22.57

N e t T o ta l Due

$4,178.28

Skill 2 Create Reports Using the Report Tool


Skill 3 Format Reports
Skill 4

Add Totals to Reports

Skill 5

Preview and Print Reports

Skill 6

Create Reports with the Blank Report Tool

Skill 7 Group and Sort Reports


Skill 8

Modify Report Layouts

Skill 9

Filter Reports

SkilllO Create Label Reports


M O R E SKILLS

Skill 11 Import Objects from Other Databases


Skill 12 Export Reports to Word

Page I of I

Skill 13 Save Reports as PDF Documents


Skill 14 Save Reports as Web Pages and Save Export Steps

Create Reports | Microsoft Access Chapter 4

533

SKILL 1: Build Queries for Reports

I
I

I A C C 4-1
I V ID E O

Reports are often based on queries. You


add the fields that you need in the report
into the query, add criteria, and then build
the report using the query as the data
source.
1. Start Access 2013, and then open the
student data file acc04_Water. On the File
tab, click Save As. With Save Database
As selected, click the Save As button. In
the Save As dialog box, navigate to the
location you are saving your files for this
project. Click New folder, type Access
Chapter 4 and then press Enter |two times.
Name the file LastJFirst_acc04_Water
and then click Save.
2. If the Security Warning message displays,
click the Enable Content button.
3. Click the Create tab, and then in the

Queries group, click the Query Wizard


button. In the New Query dialog box,
verify that Simple Query Wizard is
selected, and then click OK.

Figure 1

4. In the Simple Query Wizard, click the

Table/Queries arrow, and then click


Table: Water Bills.
5. Double-click the following fields to move

them into Selected Fields in this order:


BillingDate, BillinglD, Usage, Billing,
and AmountDue. Compare your screen
with Figure 1, and then click Finish.
6. Click the Home tab, and then click the
View button to switch to Design view.
On the Design tab, in the Show / Hide
group, click Totals to display the Total
row. Compare your screen with Figure 2.

1:07 PM
11/11/201?

Continue to the next page to complete the skill


534

Microsoft Access Chapter 4 | Create Reports

Figure 2

SKILL 1: Build Queries for Reports


0

'

c*

HOME

View

Run

Results

QUERYTOOLS

EXTERNAL DATA

CREATE

11 +! A m

k __________
30"io" _

Select Make Append Update Crosstab Delete


______

cj_ Data Definition


Show
Table

|= Insert Rows
'w Delete ._
_
-X
Rows

"SJ Insert Columns


fX w
-i... -*
- Delate
Columns

Builder

Return: All

71

V
fjZa
0

Totals Parameters

(9

Property Sheet
Table Names

tt
j

ft

Property Sheet
Selection type; Field Properties
; General [lookup.

23 Residents

Description
fwed^ ^

5 3 Water Bills

Decimal Places
input Matt.
Caption

3 ] Water Bills Query

Field:
Table:
Total:
Sort
Show:
Criteria:

[BillingDate]
Water Bills
Group By

i_ L

9. In the BillingDate column Criteria cell,

Properties
added

type >1/1/2014
10. Click in the Usage column Criteria cell,
and then in the Show/Hide group, click
Property Sheet to open it. In the property
sheet, change the Format to Fixed and
the Decimal Places to 1. Compare your
screen with Figure 3.

[BillinglD]
Water Bills
Count

a.
>1/1^014

Total row statistics


changed

Date
criterion

11. Close [x] the property sheet, and then


Run the query.

Figure 3

Last_Flrst_acc04Water: Database- F-.VAccess Chapter 4\L*st_firet_acc04_Water.accdb (Access 2007 - 2013 file format) - Access
EXTERNAL DATA

Select All button


tV format Painier

Starch.
Tables

fft

Sa Residents
3

Water Bills

Queues

3 ] water Bills Query

ft

[Q ,

mi New

X Totals

iiS Save

" Spelling

Sort & Filter


Water

- * 60 To
U

tc Select *
Records

Find

Is Query

Rilling
BillingDate
-

&

tqt-

J.i: Replace
^

t * Remove Sort T T oggle Filter

Views________Clipboard_______r

All Access Obje...

T Selection^Advanced-

Skills for Success -

DATABASE TOOLS

ing

7. Click the Total cell for the BillinglD


column, click the arrow that displays,
and then click Count.
8. Repeat the same technique to change
the Usage column Total cell to Avg, the
Billing column Total cell to Avg, and the
AmountDue column Total cell to Sum.

3 ] Water Bills Query

fi

Tables

Skills for Success *

Query Typt

All Access Obje...


Starch.

Last_First_acc04_Water: Database- FAAccess Chapter 4\Last/irsl_acc04_Water.accdb (Access 2007 - 2013 file form..,

DESIGN

DATABASE TOOLS

A Tet Formatting

12. In the upper left comer of the query


datasheet, click the Select All button Q
to select all the columns. On the Home
tab, in the Records group, click the More
button, and then click Field Width. In the
Column Width dialog box, click Best Fit.
Click a cell to deselect the columns, and
then compare your screen with Figure 4.

______
CountOfBillingiD *

AvgOfUsage -

AvgOfBilling -

SumOfAmountOue -

31-Jn-14
28-Feb-14

46.8
37.8

$10.76
$9.08

$0.00
$2.94

31-Mar-14
30-Apr-14

$12.53
$15.81

($17.08)

31-M9V-14
30-Jun-14

50.1
53.3
73.7
94.4

$24.31
$33.05

31-Jul-14

138.1

S52.49

This query displays statistics about Aspen


Falls water usage and bills for each month
in 2014. This shows how a query can select
the data that needs to be presented in a
report.

$18.75
($32.01)
$6.30
$4,199.38

13. Click Save [Bj, and then Close [x] the


query.

One decimal

Dates filtered
to display during

displays in Avg

or after 2014

Of Usage column

You have completed Skill 1 of 10

Figure 4

Create Reports J Microsoft Access Chapter 4

535

SKILL 2: Create Reports Using the Report Tool


Reports can be created quickly by selecting
a table or query in the Navigation Pane,
and then clicking the Report button.
1. In the Navigation Pane, under Queries,
click Water Bills Query one time to
select it.
2. Click the Create tab, and then in the
Reports group, click the Report button
to create the report and open it in Layout
viewa view that can be used to format
a report while viewing the report's data.

3Th
HOME
C
|:A^| K
0

*
EXTERNAL DATA

DATABASE TOOLS

DESIGN

ARRANGE

Skills for Success -

FORMAT
S l< K
Title

Color. -

0 f

Text box
controls in
Details section

Monday, September 22. 2014

W a te r Bills Q u e ry

1:40:32 PM

Billing Date

^ mu' uiih 'jjri-----Id

CountOfBlllinglD

AvgOfUsage

3 1-Jan-14 |!

2014 Statistic}
i|

Label
controls

AvgOfBilling

SumOfAmountDue

$10.76 I f

$0.00

28-Feb-14

$9.08

$2.94

3 1-M ar-14

$12.53

$18.75

3 0 -A p r-14

ij

3 1-May-14
30-Jun-l4
l-Jul-14 [

$4,199.38

Report
footers

Figure 1

'

C* '

[A y

REPORT LAYOUTTOOlS

9
CREATE

EXTERNAL DATA

SI

E colon-

I t

DATABASE TOOLS

p fa

[A]Font*-

DESIGN

ao a

ARRANGE

Lart_First_acc04.Water: Database- FAAccess Chaptef 4\Last_Fiwt_acc...

FORMAT

% S3 s i a

'mage -

536

Microsoft Access Chapter 4 | Create Reports

[Loflo

ft

Residents

Water Bills

Queries

ft ;

Reports

ft

) Water Billi Query

Gill Sans
MT font

Figure 2

LJj W a te r Bills
Billing Date

CountOfBII

Add Existing Property


Fie|ds
Sheet
Tools

1:50:34 PM

SumOfAmountDue

3 1-Jan-14

84

46.8

$10.76

$0.00

28-Feb-14

83

37 .8 j

$9.08

$194

3 1-M ar-14

83

50.1 !

$1253

$1875

30-Apr-14

83

53.3

$15.81

($17.08)

3 1-M ay-14

82

73.7

$24.31

($32.01)

30-Jun-14

80

94.4

$33.05

$6.30

3 I-Jut-14

80

138.1

$52.49

$4,199.38

Header/Footer

Monday. September 22, 2014

Color from Marquee


color theme

Title
Page
rS _
Numbers G Date end Time

fi

Tables

This is how you can refine a theme by


changing its colors to a different color
theme and its fonts to a different fonts
theme.

Continue to the next page to complete the skill

All Access Obje...


Starch-

Skills for Succesi

Grouping ftTotait
| 2014 StalKtks

6. In the Themes group, click the Fonts


button, and then near the bottom of
the Fonts gallery, click Gill Sans MT.
Compare your screen with Figure 2.

Report
headers

.0

HOME

5. In the Themes group, click the Colors


button, and then in the Colors gallery,
click Marquee.

ho

Page
& Sort
Grouping & Totals

All Access Obje... j[

4. On the Design tab, in the Themes group,

click the Themes button, and then click


the last thumbnailWisp.

Last_Flrst_accCM_Water: Database- F:\Access Chapter 4\Last_Flr*t_ac

REPORT LAVOUTTOOLS

CREATE

Th ^ [A] Fonts-

3. Click the Save button [H[. In the Save As


dialog box, replace the suggested report
name with 2014 Statistics and then click
O K . Compare your screen with Figure 1.
Access reports have three main sections:
the header(s), details, and footer(s). In each
section, text boxes display the Data and
Label controls label the text boxes. In this
report, the labels are above each column in
a tabular layout.

| I Cideq 2

SKILL 2: Create Reports Using the Report Tool


Last.Firit.acc04.W*ter: Database- F:\Access Chapter 4\Last_First_a ...

PORI LAVOUT TOOLS


EXTERNAL DATA

JY Labl27

Gill Sans MT (Detail)

Eti Select All

/ u

Selection

-j9

j &

- *1 *

DESIGN

DATABASE TOOLS

ARRANGE

Formatting

Font

cj

*
Number

FORMAT

Background Alternate
Image * Row Color
Background

fa

Skills for Success - | P f

PAGE SETUP

C l

*
CREATE

H0Mfc

1 1

IE B *5 - c*
U |H

Shape Fill-

Shape Outline *
Quick Change Conditional
Shape Effects Styles Shape - Formatting
Control Formatting

All Access Obje... *


Search.

ft j

2 0 1 4 W a te r Statistics

21 Residenti
03 water Bills

ft

Queries

Title text

Monday. September 22. 2014

changed

2:02:28 PM

Total ftue

}3 water Bills Query


Reports

31-Jan-14

84

46.8

S I 0.76

28-Feb-14

83

37.8

$9.08

$2.94

3 1 -M a r-14

83

50.1

$12.53

$18.75

$0.00

ft I

2014 Statistics

b9

8. Double-click the Billing Date label


control, and then change the label's text
to Month Ending Repeat this technique
to change CountOfBillingID to Sample
Count, AvgOfUsage to Ave. Usage*,
AvgOfBilling to Ave. Billing' and
SumOfAmountDue to Total Due

p j

Tables

3 0 -A p r-14

83

53.3

$15.81

31-M ay-14

82

73.7

$24.31

|f

30-Jun-14

80

94.4

$33.05

|j

7. In the report header, double-click the


title Water Bills Query to enter Edit mode,
and then change its text to 2014 Water
Statistics

($17.08)
($32.01)
$6.30

9. Click the last cellthe cell with the value

4178.28. Point to the cell's lower orange


border to display the [T] pointer, and then
double-click to AutoSize the cell's height.

Row height

1178.28

adjusted

Label control
added and
formatted

10. Click in the empty cell below the Month


Ending column, and then type *100's of
gallons Press [Enter |to complete the entry.
11

Figure 3

Last_Flrst_acc04_Water: Database- F:\Access Chapter 4\Last_First_acc04_Water.accdb (Access 2007 - 2013 file format) Access
Skills for Success *

DATABASE TOOLS
T f Selection

View button

51 Totals
Spelling

^Advanced*

All Access Obje... |[


Tables
3

Residents

-3

Water Bills

Queries
Water Bills Query

Delete

Is l More

* Go To*
Select'

A -

g-

Text Formatting

Sort & Filter

Clipboard

Search-

Refresh
Ajl.

Remove Sort ^ Toggle Filter

>' Format Painter


Views

Replace

| 2014 Statistics

i
Monday. September 22. 2 0 14

2 0 14 W a te r Statistics

2:02:28 PM
Month Ending

Sample Count

Ave, Usage*

31 -Jan-14

84

46.8

Ave Billing
$10.76

1 2 .

With the cell *100's ofgallons selected,


click the Format tab. In the Font group,
click the Font Size arrow, and then click
9. Compare your screen with Figure 3.
Click the Home tab, and then in the
Views group, click the View button to
switch to Report view. Alternately, in the
status bar, click the Report View button
tH. Compare your screen with Figure 4.
Report view is a view optimized for
onscreen viewing of reports.

Total Due
$0.00

Reports
U

2014 Statistics

28-Feb-14

83

37.8

$9.08

$2.94

3 1 -M a r-14

83

50.1

$ 12.53

$18.75

3 0 -A p r-14

83

53.3

$15.81

($17.08)

31-M a y 14

82

73.7

$24.31

($32.01)

30-Jun-14

80

94.4

$33.05

$6.30

31 -Jul-14

80

138.1

$52.49

$4,199.38

*I00 or {allow

Report displayed
in Report view

13. Click Save |0|, and then leave the report

open for the next skill.


You have completed Skill 2 of 10

am

Figure 4

Create Reports

Microsoft Access Chapter 4

537

SKILL 3: Format Reports

| | ^ o 3

Report controls can be formatted using the


Property Sheet and the commands on the
Format tab.

rsrrnT-~
HOME

REPORT IAYOUT TOOLS

CREATE

EXTERNAL OATA
! 5 " Totals *

E Color**

[A] Fonts-

DATABASE TOOLS

DESIGN

ARRANGE

FORMAT

16 Hi Ao s % O cs 0

F:\Access Chapter 4\Last_Flrst_acc._

Lt_Flnt_crfM_W(i!ef :

i B ji

Skills lor Success * n

PAGE SETUP

^
rule

Page
umber*

so

Da,e and r,me

Add Existing
Fields

Grouping Bt Totals

1. With the 2014 Water Statistics report


open, on the Home tab, click the View
button to switch to Layout view.
Alternately, on the status bar, click the
Layout View button js j.

All Access Obje...


3

jp

Water BIth Query

Reports

US 20T* statistic!

lay As Hyperlink
Hyperlink Target
Gridline Style Top
Gridline Style Bottom
Gridline Style Left
Gndtme Style Right
Gndline Color
Gndline Width Top
nrirtlmo Width Rnftnm

Figure 1

Because the Time control is in the same


layout column as the Date control, the
width of both controls can be adjusted at
the same time.
5. With the Date control still selected, click

the Ribbon's Format tab. Change the


Font size to 9, and then apply Italic 0 .
6. In the Font group, click the Format
Painter button [*], and then with the
Q pointer, click the Time control to
apply the formatting from the previous
step. Compare your screen with Figure 2 .

Microsoft Access Chapter 4 | Create Reports

Format
Decimal Places
Visible
Width
Heigtit

Other

All

long Date

:0.2396'
10.0417;3.375
Transparent
Background I
Transparent
Hairline
Background 1, Daifcer 351
Gill Sans MT (Detail)

Tet Align
Font Weight
Font underline
Font Italic
Fore Color
Line Spacing

4. In the property sheet Format tab, change

the Title control's Width to 2.6 In the


report, select the Date control, and
then in the property sheet, change its
Width to 2.4" Compare your screen with
Figure 1.

Format Data j Event

Back Style
Back Color
Border Style
Border Width
Border Color
Special Effect
Scroll Bars
Font Name

3. Select the Title control, and then on the


Design tab, in the Tools group, click
Property Sheet.

Property Sheet

Residents

S3 water BiRt

Footer group, click the Logo button. In


the Insert Picture dialog box, navigate to
the student files, select acc04_WaterLogo,
and then click OK.

538

is

Selection type: Te*tBo

2. On the Design tab, in the Header /

Continue to the next page to complete the skill

2014

Figure 2

If Hyperlink
Transparent
Transparent
Transparent
Borders/Gridlines

SKILL 3: Format Reports


B

*>

EXTERNAL DATA

IT

Gill Sans MT (Detail)


Select AJI

Selection

Number

* [ll

- i -

Format arrow

Background

SM

Shape Fill -

Shape Outline
U
. O Shape Effects

Control Formatting

Font

Property Sheet

Selection arrow

Selection type: Multiple selection


22Stp-l4

2 0 14 W a te r Statistics

129 I'M

Water Bills
Ending

Queries
rjjP water Bins Query

SampleC w jn t

~ 3 l-)a n -TT

Reports
18

Skills for Success *

DATABASE TOOLS

nil Residents
3

L5t_fifS_*ccC4_Wate(: Database- F:\Access Chapter 4\Last_First_acc...

REPORT LAYOUTTOOLS

c*

HOME

T B ------------ f

28-Feb-14 j( ~

2014 Statistics

| Av* Usage*

TT07T

TO T

_83________ | j 50.11

$9.08

$2.94

$ 12.53

$ ia 7 S

3 1-May-14

$6.30

$52.49

$4,199.38

Event j Other |

' 100's of gallons

8. Above the first column, click the Label


control with the text Month Ending. Press
and hold Shift |while clicking the four
other labels. Be careful not to move the
mouse while clicking the left button.

Yes

Top
Lett
Back Style
Back Color
Border Style
Bolder Width
Border Color
Special Effect
Font Name
Font Size
Text Align
Font Weight
Font Underline
Font Italic
Fore Color
line Spacing
Hyperlink Address
Hyperlink SubAddress
Hyperlink Target
Gridline Style Top
Gridline Style Bottom
Gridline Style Left
Gridline Style Right
Gridline Color
Gndline Width Top
Gndline Width Bottom
Gridline Width Lett
ftrlrlllna Wlrtth Blnhl

($17.08)

S O --------------- " 5 T 3------------ S 3 .0 5


3I-J U U 4

Data

Caption
visible
width

-m r r

5.81
Five label
controls selected K 31

3 0 -A p r-14

Format

A vt. Billing

J ]37.8

83

3 I-M a r-14

Transparent
Background 1
Transparent
Hairline
Te*t 1, lighter 50*
Flat
Gill Sans MT (Detail)

9. With the five labels selected, on the


Format tab, in the Font group, click the
Center |= |button. Compare your screen
with Figure 3.
Transparent
Solid
Transparent
Transparent
Background 1, Darker 35?

Figure 3

last_First_*cc04_Water: Database- FAAccess Chapter 4\Lest_Firrt_*cc04_Water.accdb (Access 2007 - 2013 file format) - Access
EXTERNAL DATA

View
,

Copy

Past*

Viewe

Filter

v Fo<mal Painter

Tables
3

T Selection

i 1 Descending

^ Advanced

[P u

*# Remove Soft Toggle FiRae

New

J ) Save
w .
tB
X Delete -

51 Totals
*

Spellir
J More

.**.

"Find

fic Replace

t< Select
Tent Formatting

| 2014 Statistics

219 W

[13 Water Bills


Month Ending

~ip

Water Bills Query

Sample C ount

Ave. Usage*

2014 Statistics

Ave. Billing

$io,7ijL

Total Due

84

46.8

rn ~

378

31-Mar-14

][

50.1

IU 3

$18.75

30-Apr-14

83 [[

53.3

SI 5.81

($17.08)

3 1-May-14

82 j

73.7

$24.31

($32.0 1)

30-Jun-14

80

94.4

$33.05

$6.30

3 1-Jul-14

80

$52.49

$4,199.38

Reports
lf l

2 8 - fir tH N | F ~

80%.

22-Sep-M

2 0 14 W a te r Statistics

Residents

10. On the Format tab, in the Selection


group, click the Selection arrow, and
then click Detail. On the Format tab,
in the Background group, click the
Alternate Row Color arrow, and then in
the color gallery's second row, click the
sixth color Green, Accent 2, Lighter
To change the color of banded rows, you
need to select the Detail controlthe area
of a report that repeats for each record in
the table or query.

Go T o '

Find

Sort & Filter

Clipboard_______Q

All Access Obje... T


Snren-

i Auending

Skills for Success H

DATABASE TOOLS

7. With the Date control still selected, on


the Ribbon's Format tab, in the Number
group, click the Number Format arrow,
and then click Medium Date. Select
the Time control, and then change the
Number Format to Medium Time.

I3 tl

$9.08

so.oo
$2.94

Alternate row
color changed

11. On the status bar, click the Report View


button 0 , and then compare your screen
with Figure 4.
12. Click Save [B|, and leave the report open
for the next skill.
You hove completed Skill 3 of 10

Figure 4

Create Reports | Microsoft Access Chapter 4

539

SKILL 4: Add Totals to Reports

You can add summary statistics


calculations for groups of data such as
totals, averages, and countsto report
columns.

r
H

---

U Q H
g

H0ME
g

CREATE

B e * .-

T h n [A] Font, .

l_Firfl_acc04_Water: Database- FAAccess Chapter 4\Lt_F>rst_cc...

RETORT LAYOUTTOOlS
EXTERNAL DATA

p jjl

ARRANGE

DATABASE TOOLS

Skills for Succm

FORMAT

00

ZToua-

Group iQ Hid* Details


&Soit
Grouping & ToUU

Numbers ^
T,m
Header / Foot*!

>dd Ejnttim
Fields
Tool!

Property Sheet
Selection type Tet 8o.

1. With the 2014 Water Statistics report still


open, switch to Layout view [].

M onth Ending

2. In the report's last row, click in a blank


cell, and then click the Arrange tab. In
the Rows & Columns group, click the
Insert Above button two times to insert
two blank rows.

2014 Statistics

3. Click in the first cell of the upper blank


row just inserted, and then type Total
Sample

Label control
added

5. Click the Sum control just inserted, point


to its lower border, and then double
click with the fTl pointer to AutoSize the
row's height. Compare your screen with

Sample Cou nt

154

Ave. U safe*

Ay Billing

Total Due

31-fan-14

84

28-Feb-14

83

$2.94

83

H [
so,][

$9.08

31-Mar-14

$12.53

$18.75

30-Apr-14

83

S33

$ 1S,81

($7.08)

31-May-14

82

73.7] [

$24.31

($32.01)]

30-Jun-14

80

4.4i|

$33.05

$6.30

31 -Jul-14

80

$52-49

$4.19938

$10.76

^ ^ T o u l Sn np )|~

4. Click a number in the Sample Count

column to make it active, and then click


the Design tab. In the Grouping &
Totals group, click the Totals button,
and then click Sum to add a total for the
active column.

Acc*siTotlsCountOfBilllnglD

2 0 14 W a te r Statistics

Sum control
inserted
and resized

$0.00

Format

Data

Ent

Oth*r

Format
Decimal Ptc*i
Vliibl*
width

AH

AUtO

1*1

i .jo w
.W70V
o iiw
t.o r
Normal
Background 1
Solid
Haiilln*
Background 1, Darker 35?
Flat
Non*
Gill Sans MT tOetailt

i*
Back St)l*
Back Color
Bordr Style
Border Width
Border Color
Special Effect
Scroll Ban
Font Ham*
Font Sii*
T*t Align
G*n*ral
Font Wtight
Normal
Font Undetlln*
No
Font Italic
No
T*t 1. lighti iss
For* Color
lin* Spacing
O'
l Hyp*rllnk
No
Display As Hyp*ilmk
If Hyp*rllnk
Hjprllnk T*ig*t
Gndlln* Styi* Top
Solid
Gridline Style Bottom
Transparent
Gndllne Style left
Tiampaient
Gridline Style Right
Tramparent
Gridline Color
Background 1. Darker 351
Gndllne Width Top
ip *
r.Hrtlln Width Bnttnm ___ J_s*

11

__

E2ZX
Figure 1

View

, .
HOME

! J* C

Themes

REPORT LAYOUT TOOLS

.
CREATE

EXTERNAL DATA

DATABASE TOOlS

DESIGN

SSL.

ARRANGE

Ltt_Firjt_cc04_Watef: Dalabaie- F;\Acce Chapler 4\Last_Firtt_acc...

FORMAT

Skills for Succesi

B.:_ gf~_. J3 JR

Figure 1.

6. Click a number in the Ave. Usage


column to make it active. On the Design
tab, in the Grouping & Totals group,
click the Totals button, and then click
Average. Repeat this technique to add
an average for the Ave. Billing column.
Compare your screen with Figure 2.

Property Sheet
J.;'-; Selection type T*t Boi

2 0 14 W a te r Statistics

AwgOfBHttng
Format ot*

Event

Othti \

3 1 w ateM kO uw y
statistics

Top
:ln
Back Styl*
Batt Coiot
Border style
Bonier Width
6ordei Color
Special Effect
Scroll Bin
Font Nam*
Font S*
Trt Altgn
Font W*ight

M W
3.02W
3 3542
Normal
Background 1
Solid
Haiitln*
Background 1, Daik*t J5
Gill Sam KIT iOetaiii

T**t1. UflWir J5S


D*ipia> * l
Hypentnk Target
GndUn* Sty* Top
Gndline Styl* Bottom
Gridline Styl* L*ft
Gndttn* St>i Right
Gndline Coloi
Gudim* width rop

Continue to the next page to complete the ski!


Figure 2

540

Microsoft Access Chapter 4 | Create Reports

Transparent
Trani patent
Tranipar*nt
hanipaient
Background I. Dam*r 55

SKILL 4: Add Totals to Reports


8E H *>- ~

REPORT LAVOUT TOOlS


CREATE

HOME
' mmj

[A a ^ B C o lo rj-

Vv

Themes g j Fonts -

EXTERNAL DATA
jM

i M

DESIGN

DATABASE TOOLS

ARRANGE

FORMAT

La*1_First_acc04_Water: Database- F:\Aecess Chapter 4\Last_First_acc,.,


PAGE SETUP

I r

I^ Logo

ma

D Title

Thtmts

Controls

Grouping & Totals

Header / Footer

All Access Obje...

Add Existing Property


Fields
Sheet
Tools

Image
Views

Skills for Succes*

j Property Sheet

Storth-

Selection type: Tent Bon

Tables

22-Sep-H

2 0 14 W a te r Statistics

ZD Residents

AccessTotalsAvgOfBilling

J03PM

S3 water Bills

Month Ending
^ 3 Wattr Bins Query

Sample Count

31 -Jan-14

Av*. Usage

Ave. Billing

84

46.8

$10.76

format
Decimal Places
Visieit
width
Height

Total Due
$0.00

Reports
U

2014 Statistics

28-Feb-14

83

37.8

31 -Mar-14

83

50.1

*1233

$9.08 1

$2.94

30-Apr- 14

83

53.3

$15.81

($17.08)

31 -May-14

82

73.7

$24.31

($32.01)

30-Jun-14

eo

W3.0S

$6.30

31 -Jul-14

80

$52.49

$4,199.38

138.1

Lr
0.2292'
0.-U79
3-3542"
Normal
Background I
Solid
Hairline
Background 1, Darker 35^
Flat

left
Back Style
Back Color
Border Style
Border Width
Border Color
Special Effect
Scroll Bars
Font Name
Font Size
Text Align
Wveight
Underline

$ia75

If Hyperlink
Transparent
Transparent
Transparent
Transparent
Background 1, Darker 35?

Figure 3

"

HOME

IT LabeU2

Last_First_acc04_Water: Database- FAAccess Chapter 4\La*t_Fint_acc...

REPORT IATOUT TOOLS

'
EXTERNAL DATA

CREATE

Gill Sans MT (Detail)

11

ARRANGE

DATABASE TOOLS

ft

S % -A

$ Select AJI

Formatting

Selection

FORMAT

Background Alternate
Image * Row C0I01
Background

Quick Change Conditional


Styles Shape Formatting & Shape Effect*

Property Sheet
2 0 14 W a te r Statistics

Residents

22-Sep-H

i labe>42

*03 CM

Format

dD Water Bills

i Month Ending

2014 Statistics

Sample Count

Ave. Billing

Ave. Usage*

Total Due

31 -Jan* M

84

46.8

$10.76

28-Feb-14

83

37.8

$9.08

$0.00
$2.94

31-Mar-14

83

50.1

$12.53

$18.75

30-Apr-14

83!

3 1-May 14

53.3

$15.81

($17.08)

73.7

.24.31

($32.01)

30-Jun-14 Jf

K o w la b e l

94.4

$33.05

$6.30

31 -Jul-14

added

138.1

$52.49

$4,199.38

_
* 75
Averages |

10. Click in the blank cell below the Sample


Count column Sum control, and then
type Averages
11. Click in the blank cell below the Ave.
Billing column Average control, and
then type Net Total Due Press Enter |, and
then compare your screen with Figure 4.
12. Click Save |0j, and leave the report open
for the next skill.

Control Formatting

You have completed Skill 4 of 10

Selection type: Label

Tables

Shape Outline '

Starch..

J 3 Water Bills Query


Reports

Shape Fill *

All Access Obje...

Skills for Success * ^

PAGE SETUP

Figure 3.

control still selected, click the Ribbon's


Format tab, and then in the Number
group, click the Currency button [$].

Tent 1, lighter 25H

Is Hyperlink
Display As Hyperlink
Hyperlink Target
Gridline Style Top
Gridline Style Bottom
Gridline Style left
Gndline Style Right
Gridline Color
Gridline Width Top
ftndlin* Width Rnttnm

3-

8. Point to the lower border of the selected


Average control, and then double-click
with the m pointer to AutoSize the
row's height. Compare your screen with
9. With the Ave. Billing column Average

Average controls
moved and resized

7. Point to the middle of the cell with


the Ave. Usage column Average
control 70.6. With the * pointer, drag
the control down one cell. Repeat to
move the Average control of the Ave.
Billing column down one cell.

Control formatted

as currency

Label added

v
Data

Event

Othei

All

Caption
Visible
width
weight
Top
left
Back Style
Back Color
Border Style
Border Width
Bordet Color
Special Effect
Font Name
Font Sue
Ten Align
Font Weight
Font Undertint

Net Total 0
res
1*______
0.27080.7292
3.3542
Transparent
No Color
Transparent
Hairline
Te*t 1, Lighter 50*
Flat
Gill Sans MT (Detail)

Color
Spacing
yperltnk Address
yptrllnk SuCAddress
Hyperlink Target
Gndline Style Top
Gridline Style Bottom
Gridline Style left
Gridline Style Right
Gndline Color
Gridline Width Top
Gridline Width Bottom
Gridline Width Left
ftriritin* Width Rmht

Tent 1, lighter 50H

Transparent
Transparent
Transparent
Transparent
Background 1, Darkei 35?
t pt

Figure 4

Create Reports | Microsoft Access Chapter 4

541

SKILL 5: Preview and Print Reports


It is a good practice to preview reports
before printing them to see if they need
any formatting adjustments.

| | C^o'5
|S i

Print Preview
tab

PRINT PREVIEW .

ID
Print

Size Margins q

0#l4 0nly

04_Water i Database- FAAccess Chapter 4\Last_First_acc04_Water.accdb (Access 2007 - 2013 file format) - Access

Portrait Landscape Columns Page


Setup

Print_____________ Page Site______ Page Layout

1. With the 2014 Water Statistics report


open, click the Home tab. In the Views
group, click the View arrow, and then
click Print Preview. Compare your
screen with Figure 1. If the entire page
does not display, in the Zoom group,
click the One Page button.

All Access O bje... I


Storm*
Tables
3

Residentt

IS

Water Bill!

Queries

P>
ft

ft |

;J3 Water Bills Queiy


Reports
\St

ft j

2014 Statistics

In Print Preview view, the Print Preview


tab is the only Ribbon tab, and the report
displays as it will print on paper. Here, the
page number footerPage 1 of 1displays
at the bottom of the printed page.

2. In the Close Preview group, click the


Close Print Preview button to return to
Layout view. If your report displays in a
different view, on the status bar, click the
Layout View button ||.

Pagei 1
Ready

Figure 1

3. Click the Format tab. In the Selection


group, click the Selection arrow, and
then click Report to select the report and
display its properties in the property
sheet. If necessary, open the Property
Sheet.
4. Near the middle of the Property Sheet
Format tab, double-click the Fit to Page
box to change the value to No. Change
the Width property to 5.8" Press 1Enter |,
and then compare your screen with
Figure 2.
By default, a report is set to the width of a
printed sheet of paper. By removing this
setting, you can decrease the width of the
report to fit the contents.

Continue to the next page to complete the skill


Figure 2

542

Microsoft Access Chapter 4 | Create Reports

1______ 1

&

Skills for Success -

TL

Zoom

One Two More


MLBSm n----- ---------

Refresh Excel
...

Tent
*t.

PDF

Email

More
-

Close Print
~

SKILL 5: Preview and Print Reports


.

HOME

IT

EmptyCelll6

EXTERNAL DATA

ft
B

Tables

ft

UP

FORMAT

Ui

&

Shape Outline Background Alternate


Quick Change Conditional
Image Row Color Styles Shape formatting & Sh(K EWr t l '
Control Formatting
Background

Property Sheet
Selection type: Eni

224p.l4

2 0 1 4 W a te r Statistics
Month Ending

ft

^ 5 Water BMH Query


Reports

Shape Fill -

EmptyCell16

3J6 PM

Format

Water Bills

Queries

Skills for Succesa *

| 2014 Statistic!

3 3 Residents
3

Number

Selection________________

!wrth-

i %

ARRANGE

Formatting

All Access Obje...

DESIGN

DATABASE TOOLS

Select All

Last_First_acc04_Water: Database- f:\Access Chapter 4\Lait_Firt.acc...

fit PORT LAYOUT TOOLS

-
CREATE

Sample Count

Ave. Usage"

31 -Jin-14

84

46.8

Ave. Billing

Top
ten
Back Style
Back Color
Gndllne Style Top
Gndllne Style Bottom
Gridline Style left
Gndline Style Right
Gridline Color
Gndline Width Top
Gndllne Width Bottom
Gridline width left

$0.00

28-Feb-14

83

37.8

$9.08

$2.94

31- M ir-14

83

sa 1

$12.53

$18.75

30-Apr-14

83

53.3

$15.81

($17.08)

3 1-May-14

82

73.7

$24.31

($32.01)

30-Jun-14

80

94.4

$33.05

$6.30

31-Jul-14

80

138.1

$52.49

$4,199.38

Averages
IPOs ofplloruj~

"T7T5T------0-71W
1.0MB1
Transparent
No Color
Transparent
Transparent
Transparent
Transparent
Background 1, Darker 35S
VP
1 Pt
ip t

6. Click the Net Total Due Label control,


point to its right border, and then with
the Q icon, double-click to AutoSize the
column width.

Border added
to cell

S75

Gridline Style Top


set to Transparent

Total Due

$10.76

2014 StatirtlM

Data

7. Click in the first empty cell below


$4,199.38. On the property sheet Format
tab, double-click Gridline Style Top to
change its value to Solid. Double-click
Gridline Width Top to change its value
to 2 pt.

r a t II____ $22.s7
N e t T o ta l Due

Gridline removed and


currency format applied

Page I of I

Figure 3

Last_Flrst_ace04..Water Database- F:\Access Chapter 4\Lst_Firjt_acc04_Weter.eccdb (Access 2007 - 2013 file format) - Access

Margins

D BN Print

Site

Margins

pfjntDataOn

All Access Obje... *


Snnn~
Tables
3

Residents

Water Bills

Queries

Skills for Success F

PRINT PREVIEW

button

i) a,

ilumns Page
Setup

Zoom One Two More


*
Page Pages Pages *
Zoom

Refreeh Excel
AH

Text
PDF Email
File or XPS
Data

More

Close Print
Preview
Clot* Preview

| 2014 Statistics

P
ft ;

Completed

1 2014 W er Statistics

2014 Statistics

ft

'Z.'.
- w

ill

IMS
. I W-H..

8. Click in the last cell$4,178.28. On the


property sheet Format tab, click Gridline
Style Top one time, click the displayed
arrow, and then click Transparent. On
the Format tab, in the Number group,
click Currency [$] Click in a blank cell in
the report, and then compare your screen
with Figure 3.
9. Close [x ] the property sheet. On the

report

status bar, click the Print Preview


button m

ft ]

J3 Water Bills Query


Reports

5. Below the Month Ending column, select


the label with the text Total Sample. On
the Format tab, in the Font group, click
Bold [B], and then click Align Right [W|.
Double-click Format Painter 0 , and
then click the Averages and Net Total
Due labels to apply the same formatting.
Click the Format Painter button
so
that it is no longer active.

S fl
..a m ri

lili

10. In the Page Size group, click the Margins


button, and then click Wide. Compare
your screen with Figure 4.

11. If you are printing this project, click


Print, and then use the Print dialog box
to print the report.
12. Click Save [B], and then Close [x] the
report.
EE IOC*

fj

fa

You have completed Skill 5 of 10

V L -------

Figure 4

Create Reports | Microsoft Access Chapter 4

543

SKILL 6: Create Reports with the Blank Report Tool


The Blank Report tool is used when you
want to build a report by adding fields one
at a time.
On the Create tab, in the Reports group,
click the Blank Report button.

1 .

2 . In the Field List pane, click Show all

tables. In the Field List, to the left of


Residents, click the Expand button ffl .

| I Cideq6

g rrr~
J

0 1

lert.First.eccOa.Watet i Database- FAAccess Chapter 4\Last_First_acc...

RiPORT LAYOUT TOOlS


EXTERNAL DATA

home

H c o lo n *

DATABASE TOOLS

ARRANGE

FORMAT

g ig X to u ,
Insart
Imayr

G,0UP i n Hid. Details


asort

Page 1^ Trt**
Numben
T,m
Htadei / Fooler

$** om fields in

Heidi *.iabie roe ih ii.

.,16-831248

31 Water BIHt Query

|l 118-435018

Residents

Reports

; 1118-69714S

table fields

2014 Statutiu

Add Enirtinj Property

TOOII

Field List
3
Account Numfc

1117-541178

Hi

cPLogo

All Access Obje...

Account Number
column

SbfaforSuccae

PAGE SETUP

"4recordtown
tdrtTabte

laitName
FirstName
5tn

!l 121-769686

jl 124-735479

3. In the Field List, double-click


AccountNumber to add the field to
the report. Compare your screen with

iI 126-637878
11131-679775
;1134-281044
I I 136-313101

Figure 1.

11139-55725S
|l 140-751401

As you add fields with the Blank Report


tool, the other tables move to the lower
sections of the Field List pane. Here,
the Water Bills table is a related table
it contains the AccountNumber as a
foreign key.

I I I 40-775403
1140-870810
11141-986534

Related
table

II44-976S39
j 1157-945332

I I 59-649208
I 171-555314

4. In the Field List, double-click LastName

and FirstName to add them to the report.


5. In the Field List, under Fields available
in related tables, Expand [s] the Water
Bills table.
6. Double-click BillingDate, and then
compare your screen with Figure 2.
When you add a field from another table,
that table moves to the upper pane of the
Field List.

Figure 1
RIPORT IATOUT TOOlS
U im

HOME
(a * ! B

Vie*

EXTERNAL DATA

CREA1
Color* *

Thernes [ * ] Fon .

Views________ Thames

DATABASE TOOLS

S f'

Stvth-

Tables

Fields added
_ Grouping & Total*

j i c

troll

l*st_Fin1_*ccW_Water: Database- F:\Access Chapter 4\Lst_First_acc...


PAGE SETUP

u a ,.

Insert

^
Page

First Name

I I 18-435018

Claybourne

Mike

30-Jun-13

ID

waterBill)

Queries
j]

ft

Watei Bill* Query

I I 18-435018

Claybourne

Mike

T* 31-May-14

I I 18-435018

Clayboorn*

Mike

31-jut-13

2014 Statlltlc*

ft

Add Existing

Header / Footer

Tool

Field list
[J

Show only HeMi In the <ur>ent record source

BiflmtDate

1M 8-4350I8

Claybourne

Mike

28-F*b-14

I I 18-435018

Claybourne

Mike

30-Apr-13

1118-435018

Claybourne

Mrke

31 -A uf-13

I I 18-435018

Claybourne

Mike

31-Dec-13

I I 18-435018

Claybourne

Mike

30-Nov-13
31 -O ct-13

1118-435018

Claybourne

Mike

III8 -4 3 S 0 I8

Claybourne

Mike

30 Sep- 13

1118-435018

Claybourne

Mike

31 -May-13

I I 18-435018

Cbybourne

Mike

31 -Jan-14

1118-435018

Claybourne

Mike

30-Jun-14
30-Apr-14

I I 18 435018

Claybourne

Mike

j 1118-435018

Claybourne

Mike

JI-Mar-14

Spratt

Allan

31 -Mar-14

Continue to the next page to complete the skill


Figure 2

1131-679775

Spratt

Allan

28-Feb-14

1131-679775

Spratt

Allan

30-Apr-14

DC

p l9
D TWe
_

1,1__k... ITT Date and Time

"S
Account N u m t Last Name

&

Skills for Success ^

ft

1131-679775

Microsoft Access Chapter 4 | Create Reports

FORMAT

2 2 Rttdent>

ARRANGE

All Access Obje...

Reports

544

DESIGN

AccountNumbt
latlName

Fields from
Water Bills table

AccountNumber
B.Wngl
Rate

RaiODate
Amount?**
AmountDue

SKILL 6: Create Reports with the Blank Report Tool


E

REPORT IAYOUTTOOLS
HOME

P "|
Vie*

EXTERNAL DATA

CREATE

U Colon-

;J 3

Last_First_acc04_Watef: Database- FAAccess Chapter 4\Last_First_l c...

H i,

;S ) A

G ] [

Desired fields
added to report

r* r~1 Insert
- I Image-

Themes [ g Fonh.

VIWH________ Themes

&

Skills for Success * n

DATABASE TOOLS

00 u

i^ lo g o

D Title
Page _
Number*
D#,e^

Tirn

Add Existing Property


Fields
Sheet

Grouping & Totals

All Access Obje... *


Account Numb Last Name
u 2 Residents
Water Bills

1157-945332 |Sarin

Billing

Amount Paid

31-Jan-13

SI 6.79

$16.79

31-Jin-13!

$19.78

$19.78

$0.00

31-Jan-13

$3.22

$3.22

$0.00

1294-137487

K.ta

31 Jan-13

$16.56

$16.56

$0.00

131 1 355657 [Shines

K tw ij

3 l-Jn-13

SI 7.02

$17.02

$0.00

Christel

31-Jan-13

$10.12

$10.12 1

$0.00

jlBranden

31 -Jan-13

$19.78

$19.78

$0.00

31 -Jan-13

$1 1.73

$11.73

$0.00

31 -Jan-13

$4.60

$4.60

$0.00

$13.34

J] Water Bills Query

[ 1246-344866 Iflaig

1352-901957

finkel

1432-932210 jBarnas
1475-203862

Schrnand

1673-467266

Alloway

[Dorris
Cleveland

$0.00

1707-662089

Deford

31 -Jan-13

$13.34

1735-141535

Callander

|{Emanuel

31-Jan-13

$5.98

$5.98 I f

$0.00

1851-731832

Hartzfeld

| India

31-Jan-13

$8.51

$8.51

so 00

; Bobby

31 -Jan-13

$13.11

$13.11

$0.00

Teddy

31 -Jan-13:

$11.96

$11.96

$0.00

31-Jan-13

$16.56

$16.56

$0.00

1875-544271

Kristin

1886-629399

Zappavigna

2084-837641

Ember ley

ijAvery

8. Close [x] the Field List pane, and then


compare your screen with Figure 3.

Amount Due

]|Rtita

; 1209-154350

2014 Statistics

Billing Date

{{Dannie

Thompson

Queries
Reports

First Name

7. In the Field List, under Water Bills,


double-click Billing, AmountPaid, and
then AmountDue, to add the three fields
to the report.

9. In the Header / Footer group, click the

Logo button. In the Insert Picture dialog


box, navigate to the student files, select
acc04_WaterLogo, and then click OK to
create a report header and insert the logo
in it.

so.oo

2157-323134

Steketee

j {Despina

3I-Jan-I3(|

S&97

$8.97

$0.00

2190-206791

OsheH

Regine

31 -Jan-13)

$6.44

$6.44

$0.00

2262-122089

Eder

Violeta

31 -Jan-13]

$14.72

$14.72

$0.00

10. On the Design tab, in the Header /


Footer group, click the Title button, type
Billing History and then press 1Enter |.

S5XE3
Figure 3

11 In the Header / Footer group, click the


Date and Time button. In the Date and
Time dialog box, under Include Date,
select the middle option buttonddmmm-yy. Under Include Time, click
the middle option buttonhh:mm PM.
Compare your screen with Figure 4, and
then click OK.
12. Click Save [Bj. In the Save As dialog
box, type Billing History Report and then
press |Enter |. Leave the report open for the
next skill.
You have completed Skill 6 of 10

Figure 4

Create Reports | Microsoft Access Chapter 4

545

SKILL 7: Group and Sort Reports

| I ^

eo'7

Report data can be grouped and sorted to


make the report information more useful.
Reports created with the Blank Report tool
lay out controls in a table. You can position
controls by dragging them into other
cells, and you can format text controls by
selecting the cell they are in.
1. If necessary, open the Billing History
report in Layout view. On the Design
tab, in the Grouping & Totals group,
click the Group & Sort button as needed
to display the Group, Sort, and Total
pane.
2. In the Group, Sort, and Total pane, click
the Add a group button. In the list of
fields, click AccountNumber to group
the billings within each account.
3. In the report, click Account Number
to select the label. Point to the right
border, and then with the 0 pointer,
double-click to AutoSize the label width.
Compare your screen with Figure 1.
4. Click the first text box control with the

text Claybourne, and then, with the [i|


pointer, drag the control into the empty
cell below the Last Name label.
5. Repeat this technique to move the control
with the text Mike into the empty cell
below the First Name label. Compare
your screen with Figure 2.

La*t_Fiwt_aec04_Water: Datable- FAAece** Chapter 4\la*t_Fir*t_aee...

REPORT LAYOUTTOOLS
CREATE

EXTERNAL DATA
jk jjg Z

DATABASE TOOLS

! .!.

ARRANGE

A 1=] % E J GS

Group j g Hid* Detail*

M r-

' Insert
m

S lh>
Q Title
Page
r.9
* _
Number*
Date and Time

&

00 JH

Add Existing Property


fields
Sheet

All Access O b je ..
Sea'cftTables

4:37 PM

Account Number
label widened

>

jUist Name

First Name

Billing Date

Billing

Amount Paid

Amount Due

I I I I8 -4 3 5 0 I8

Reports

22-Sep-14

Billing H istory

CI3 Rtiidenti____________

2014 Statiitici
Billing Hiftoiy Report

Billings for account


number 1118-435018

Claybourne

||Mike

30-Jun-13

$14.50

I4 J 0

Claybourne

Mike

31-May-14

$46.20

$46.20

$0.00

Claybourne

Mike

3l-JuM3

$9.00

.00

$0.00

Claybourne

[Mike

28-Feb-14

$2.40

$X40

$0.00

Claybourne

Mke

30-Apr-13

$29.44

$0.00

Claybourne

Mike

3 I-A u |-I3

$20.79

Claybourne

Mike

3l-D ec-13

$7.59

S 7J.

$0.00

Claybourne

iMike

30-Nov-13

$8.00

$8.00 ||

$0.00

iClayboume

M*e

31 -O ct-13

$40.25

$40.25

$0.00

.Claybourne

[Mike

$11.07

$11 -07

$0.00

|P

$0.00

$0.00 ][

$20.79

Group, Sort, and Total


| Group on AccountNumber " wtth A on top ~ , fJore

Group, Sort, and


Total pane

Add a group ^ Add a sort

Figure 1

REPORT LAYOUTTOOlS
EXTERNAL DATA

HOME

A?

E C o lo n -

,J 3

OATABASE TOOLS

ARRANGE

Last_First_a04_Water: Database- F:\Acce Chapter-l\Last_Flrst_a :c...

Grouping & Total*

All Access Obje...


ieartfL.

f.

Tables

ft

Residenti

it

3 ] water BUI: Query


Reports
y

20w Ststutics

tM

Billing Hlstoiy Report

*
3 1-May-14

Names moved

28-Fb-l4

to Account
Number row

3 1-Aug-13

30-Apr-1 3

$7.59

$ 8.00

30 -N o v -13

30-Sep-13!:

Add a group ^ Add a sort

Continue to the next page to complete the skill


Figure 2

plogo
D Title

Header / Footer

I Billing History Report

S3 Water Bill!
Queries

Skill* tor Succeti *

FORMAT

XT,

It G<oup on

Microsoft Access Chapter 4 | Create Reports

Header / Footer

3 1-Jut-13

0 r

Grouping t Total*

Because the resident names do not change


within each group of account numbers,
they can be in the same row as the Account
Number. In this way, the names are not
repeated in each billing row.

546

Skill* for Succej

FORMAT

$11.07

Sfl

[j=]

SKILL 7: Group and Sort Reports


-J T -T T

HOME

REPORT LAYOUTTOOlS
CREATE

[SJ

Vi* w

EXTERNAL DATA

DATABASE TOOLS

DESIGN

ARRANGE

FORMAT

&

Skills for Succcss F I

00

(^Logo

if? Ztowi*'

Theme* g ] Fontl.

Last_First_acc04_Water: Database- FAAccess Chapter 4\Last_First_<


PAGE SETUP

Title

Group ; g Hide Details


Header/Footer

Views________ Themes__________ Grouping & Totals


| Billing HHtory Report

7. Click the first quarter label with the text


Q2 2023. Point to the lower border, and
then with the |T| pointer, double-click to
AutoSize the row height. Compare your
screen with Figure 3.

All Access Obje... *


Tables

22-Sep-14

Billing H istory

3 3 Residents

4:44 PM

S3 Water Billi
First Name

Account Number Last Name


Hf) Water Bills Query

[l 118 -4 3 5 0 1lT

Billing Date

Billing

A mount Paid

Uj

Amount Due

Clayboume

Reports
| q 2 2 0 I3

2014 Statistics

LS Billing History Report

31-M a y-13

Group label
height increased

4 --------------------moo y

30-Jun-13

$ 14.50

$14.50

$0.00

30 -A p r-13]

$29.44

$29.44

$0.00

$0.00

Fields that contain dates can be grouped


by several time intervals including days,
months, quarters, and years. By default,
they are grouped into yearly quarters with
the oldest quarters displayed first.

Q 3 2013
31 -Jul-13]

$9.00

$9.00

30-Sep-13]

$1 1-07

$1 1.07

$0.00

31 -Aug-131

$20.79 i|

$0.00

$20.79

jQ 4 2013

8. In the Group, Sort, and Total pane, click


the Add a sort button, and then in the
list of fields, click BillingDate to sort
by month within each yearly quarter.
Compare your screen with Figure 4.

Group. Sort, and Total


Group on Account Number (AccountNumber)

Group on Billing

1 | Group on BillingDate * from oldest to newest


G= Add a g ro u p

Date added

A dd a sort

Figure 3

'

'*

HOME
|" |

REPORT LAYOUT TOOLS

CREATE

EXTERNAL OATA

[;A a] H j Colors *

View

Themes g ] FontJ.

51 Totals *
ab i
ID Hid* Details
& Sort
Grouping & Totals________

All Access Obje...


Search.
Tables

DATABASE TOOLS

DESIGN

ARRANGE

m ....h

FORMAT

FAAccess Chapter 4\Last_First_acc...

Last_First_acc04_Water;

Skills for Success

PAGE SETUP
I7 l
L?J
Page
Numbers

i id .

f2?L9
Q Till*
_
c) Date and Time

03

S3 Residents

9. On the Design tab, in the Grouping &


Totals group, click the Group & Sort
button to close the pane.
10. Save [Hj the report and leave it open for
the next skill.

Add Existing Property


Fietd,
Sheet

Header / Footer

Billing History Report

You have completed Skill 7 of 10

fi
ft

6. In the Group, Sort, and Total pane, click


the Add a group button, and then in the
list of fields, click BillingDate to group
the Billing Cycles by quarter.

22-Sep-14

Billing H istory

4:47PM

S3 Water Bills
Queries

ft

3 !! Water Bills Queiy


Reports
LS

2014 Statistics

Ui

Billing Histoiy Report

Account Number Last Name


1111 8 -4 3 5 0 1 8

Amount Paid

First Name

Uchyfaoume

Amount Due j

|jt1ita~

*
M -A p r-13

$29.44

$29.44

$0.00

3 I-M a y -I3

$34.00

$34.00 !'

SO.OO |:

30-Jun - 13

$1430

$14.50

$0.00

Records
sorted by date

Q 3 2013
$9.00

$9.00

$0.00

3 I- A u f - I 3 |i

520.79

$0.00

$20.79

30 -S tp-l3][

SI 1.07

$1 1 0 /

31 -Jul-13
|

SO.OO J]

! Group. Sort, and Total


Group on Account Number [AccountNumber)
| Group on Billing Dat* (BillingDate)

A dd a g ro u p

>

&

Sort by BillingDate
added

Add a sort

Figure 4

Create Reports | Microsoft Access Chapter 4

547

SKILL 8: Modify Report Layouts

| I C^eq 8
WTtT > -

In a tabular layout, you can insert and


delete rows and columns and then move
controls so that they better communicate
the report's information.

c*

HOME

REPORT IAYOUT TOOLS

CREATE

EXTERNAL DATA

DATABASE TOOLS

DESIGN

ARRANGE

FORMAT

Last_Fir*t_acc04_Waler: Database- F:\Access Chapter 4\Ust_Fir.


PAGE SETUP

aS Total*

[ A a | E Colon -

insert

Themes [a ] Font* -

^Logo

D .
Page _
Number* G Date and Time

ehi m

Add Existing Property


Fields
Sheet

Header/Footer

viewi________Themes__________Grouping Bt Totals________

All Access Obje... e jT

1. If necessary, open the Billing History


report in Layout view. Point to the
cell with the text Q2 2013. With the
pointer, drag the control into the first
empty cell below the cell with the text

Tables

ZD Residents
Queries

H H 9 I8

HJJ water Bills Out


Reports

22-Sep-14

Billing H istory

ij -Account
........-J
Number

ZD Water 8ms

5 0 0 PM
Last Name

First Name

B *n |

Amount Paid

A m ountD ue:

l |ci>yboume~"|[ra

Date group text

LSI

2014 Statistics

Ui

Billing History i

box moved

3 1-M ay- 13j(

V------W lU
n -T3
- TV '
30
=i rin

Claybourne.

30-A p r-13 f

2 . Click in the first Billing Date cell with


the text 30-Apr-13. Press and hold |Shift |
while clicking the Amount Due cell in
the same row. Compare your screen with

$34.00 f

T1 TT4.30
T30- A
$29.44

|Q3 2013
3 1-Jul-13 ;
30-Sep*l3 i

$34.00 )
m . m
1V
J 0
$29.44

$0.00

Four controls
selected

$0.00
$20.79

3 I -Aug-13

|Q4 2013

Figure 1.

3 1 -D e c -I3 j

$759

$7.59

$0.00

3 I - O c t- 13

$40.25

$40.25

$0.00

With the four cells selected, point to the


cell with the text 30-Apr-13, and then
drag the cell into the empty cell below
the Q 2 2013 control. Compare your
screen with Figure 2.

30-Nov-1 3

S8.00

$ 8.00

$0.00

|Q I 2014

Figure 1

4. Below the report header, click the Billing

Date label, and then press Deleted to


remove the label from the report.

& B *>IQ J I

5. Repeat the techniques practiced in this

REPORT LAYOUTTOOLS

CREATE

EXTERNAL DATA

Theme* g ] Fonts *

views

skill to move the Billing label to the


empty cell to the right of the Q2 2013
control.

'

HOME

Themes

f f i H * . Detail*

Last_Fir*t_ecc04_Water: Database- FAAccess Chapter 4Mast_Flrst_acc...

& Sort
Grouping & Total!

& I

ZD Resident*

EJ
*

Queries

Control*

water Bills Query

ijl 1 18*435018

Claybourne

Billing Amount Paid

LSI 201* Statistics

||Mik

1 0 22 01 3
J

to*

3 1-May-131

*3< I

$34.00 H

$0.00 j

30-Jun-13 I

$14.50

$14.50

$0.00

3 0 -A p r-13 j

S29.44

$29.44

$0.00

31-Jul-13 [

$9.00

30-Sep-l3 |

$11.07

$11.07

$9.00 1

31 Avig-13 [~

$20.79

$0.00

$20.79

$7.59

$0.00

$0.00
SO.OO

Q 4 2013
$759

31 -D e c -13

3 l-O c t-1 3 f

$40.25

3 0 -N o v -13 |

Q l 20 14

2 8 -ftb -4

k
Figure 2

Microsoft Access Chapter 4 | Create Reports

Date and Time

5.-01 PM
Billing Date

|Q 3 2013

Title

22-Sep-14

Billing H istory

548

3 Logo

Header / Footer

Reports

Controls moved

Continue to the next page to complete the skill

Page
Number*

______________________________

-Cl................................................ ...............
j Account Number Last Name
First Name

ZD water Bill*

|~

$-40.25

$0.00

$8.00

58.00

SO.OO

$2.40

$2.40

$0.00

Skill* for Success *

PAGE SETUP

fi \

Tables

6. Move the Amount Paid label to the


empty cell to the right of the Billing
label.

FORMAT

[ ^ f ^e a A . s 'DC O t a ^a a

All Access Obje... j [ a


SeoreK.

ARRANGE

DATABASE TOOLS

Amount Due

so

Add Existing Property


Field*
Sheet
Tool*

SKILL 8: Modify Report Layouts


>.
I

r*

HOME

RfPORT LAYOUTTOOLS

CREATE

EXTERNAL DATA

B ' l [7

Bl R

Layout

j
liwert Imart ^ ^e*et1 Cdunwi
Left
Right
Ro*
Rows & Columns

Grrdlmes Stacked Tubular

DESIGN

EE3
Meige

ARRANGE

IfijJ

Control Control
Margins Padding Position

ft |

right side of the report. Click the Arrange


tab, and then in the Rows & Columns
group, click Select Column. Press I Delete |
to remove the column from the report.
Repeat this technique to delete the other
blank column, and then compare your
screen with Figure 3.

Residents

22-Sep- 14

moved

Billing History

5:04 PM

ZD watei Bills
Queries

ft

3 3 Water Bills Query


Reports

ft

; Account Number Last Name


l[l 1 18-435018

[[Claybourne
|Q 2 2 0 13

LJ

201*1 Statistics

fJsi

Billing Histoiy Report

~~t

Amount Paid

Amount Due

31 *M y-13j |

$34.00

$34.00

$ 0.00 ;

30-Jun-13

$14.50

$,.so

$ 0.00

30 -A p r-13

$29.44

J29.44

Q 3 2 0 I3

$ 0.00

Amount Paid

| BHHng

Amount Due

3l-JuM3|:

$9.00

59.00

30-Sep-l3;

$11.07

$11.07

$0.00

3I-Aug-I3i;

$20,79

SO.OO

$20.79

1Billing

Q 4 2 0 I3

Amount Paid
7.S

31 O ct 13

$40.25

$40.25

$0.00

3 0 -N o v -13:

$8.00

$8.00

$0.00

| Billing

28-Feb-14};

$0.00

Amount Pafd
$2.40

these labels: Billing, Amount Paid, and


Amount Due. Click the Format tab, and
then in the Font group, click the Center
button .

Unused columns
deleted

Amount Due

$7.59

Q l 20 14

9. Use the Shift-click technique to select

$0.00 [

31-D e c -13

Amount Due
$0.00

$2.40

Figure 3

C*

HOME

5
CREATE

A a J BColors*

View

REPORT LAYOUT TOOlS


EXTERNAL DATA

DATABASE TOOLS

DESIGN

ARRANGE

PAGE SETUP

.S X T ,

iia

0^1 Logo
Q Titl*

Header / Footer

Themes______

All Access Obje...4

HI] Residents

22-Sep-14

Billing History

5:08 PM

Water Bills
Queries
Water Bins Query

| Account N umber Last Name

First Name

!j 1 1 18-4 35018

Mike

Iciayboume

Reports
k3

2014 Statistics
Billing History Report

Amount Paid

Amount Due

31 -M ay-13

$34.00

$34.00

$0.00

30-Jun-13

$14.50

S I4 .S 0 |[

$0 .0 0

30 Apr 13

$29.44

$29.44

$0.00 j

Q 2 2013

Q 3 2013
31 -Jul-13 :
30 Sep 13

Killing

Billing
$9.00
$11.07

^Paid

Amount Due

$9.00

$0.00

11.07

$0.00

11. Repeat the technique just practiced to


insert the Sum total to the Amount Paid
and Amount Due columns.
12. Click one of the cells with a Sum control
that was inserted in the previous step.
Point to the lower border, and then with
the |T1 pointer, double-click to AutoSize
the row's height. Compare your screen
with Figure 4.

I Billing History Report

Store*Tables

10. Click in any cell below the Billing label


to make the column active. Click the
Design tab. In the Grouping & Totals
group, click the Totals button, and then
click Sum to add a summary statistic for
each quarter.

Skills for

Themes [a ] fonts -

Views

Last_First_acc04_Water: Database- FAAccess Chapter 4\LMt_First_acc.

FORMAT

Move the Amount Due label to the


empty cell to the right of the Amount
Paid label.
8 . Click in one of the blank columns on the

Labels

Tables

H i

Move Move
Up Down

It for Suecess * ^

PAGE SETUP

5 ^

E=3

Split
Split
Vertically Horuontalfy
Meige/Split

Lst_First_a<c04_Water: Dlbse- FAAccess Chapter 4\Last_ttrst_ai

FORMAT

IJI Billing History Report \

All Access Obje...


Start*.
3

DATABASE TOOlS

13. Click Save [H] and leave the report open


for the next skill.

You hove completed Skill 8 of 10

Sum controls
added and resized
Q 4 2013
31 -D e c-13):
31 -O c t-13

Billing

Amount Paid

Amount Due

$7.59

$7.59

$0.00

$40.25

$40.25

$0.00

Figure 4

Create Reports ) Microsoft Access Chapter 4

549

SKILL 9: Filter Reports

[ T ] ^ 04'9

Reports can be filtered in a variety of ways


so that you can view just the information
you need.

HOME

Paste

EXTERNAL DATA

CREATE

X, Cut
ifcCopy
ijf Form*! Painter

Fill.

A.,;-nd.n9

" i I 0c*nd.r>g
/ Remove Sort

- * Go To *

e s

k Select *

A -

Text Founattlng

22-Sep-14

Billing H istory

5:15 PM

WaUr Bills Qji

la

First Name

]E Z

3 5 4 0 -3 15669

Amount Paid

Amount D ue

28-Feb-13

Billing
$20.93

$20.93

$0.00

3 -M a r-13

$5.75

$5.75

$0.00

27J7

*2 7.3 7

$0.00

$54.05

$S4.05

$0.00

Amount Paid

Amount D ue

*1 1 .9 6

$0.00

Q l 2013

Billing Hutorj Report

3 1 -Jan I3j!

Record for Evie


Swickard

BiHmg

Q 2 2 0 I3
3 0 -A p r-13) [

*1 1.9 6

3 1 - M v 13

$17.50

*1 7 .5 0

$0.00

30-Jun 13

M S.2S

$45.25

$0.00

$74.71

$74.71 |
Amount Paid

30-Sep-13

$33.48

3 1-Jul-13

$8.00

$0.00
Amount Due

* 0 .0 0 J [
*0 .0 0

V I 4.85

$33.48 i
*8 .0 0

sn.nn 1

s i 4.85
NUM LOCK

FILTERED

Figure 1

*>

'

HOME

*
Post*

5. In the Between Dates dialog box, in the


Oldest box, type 7 /1 /1 3 In the Newest
box, type 9 /3 0 /1 3 Click OK, and then
compare your screen with Figure 2.
When you add filters, the previous filters
remain in effect. Here, only the records for
Evie Swickard in the third quarter of 2013
display. At the end of this report, three rows
of totals display: one for the quarter, the
account number, and the entire report.

Last_First_acc04_Water: Database- F:\Accesi Chapter 4\Lst_First_acc04_Water.accdb (Access 2007 - 2013 Tile format) - Access
CREATE

EXTERNAL DATA

log

^ Advanced *

iesrcfc-

Tables

X j

Reildtntt

Water Bills

Id

Billing History R

S td i

[ H j,
pi

HSNew
iafl
New

2 . Town
TotdH
X

4*

Spelling

" J f x o * -

Rcplaci

:= i =

* Go To*

- B m

'

e ; S- 3

A-

S-

Tent Formatting

t
Figure 2

22-Sep-14

H istory

5:19 PM

Account Number Last Name

First Name

3 S 4 0 -3 IS M 9

Evw

SwKklnJ

Only Q3 2013

30-Sep-13]

*33.48

*0.00

*33.48 ]

records display

31 -Aug- 13]

*14.85

SOM

$14.85

3 l) u H 3 jl

$8.00

*0.00

Totals for account


number 3540-315669
(filtered records only)

Skills for Success *

T- Selection

Toggle Filter
button is active

DATABASE TOOLS

All Access Obje...

Wat.r BflH CM.ry

Microsoft Access Chapter 4 | Create Reports

//iter Bill!

lSl 20M Statistics

displays a Billing Date value. On the


Home tab, in the Sort & Filter group,
click the Filter button. In the Filter list,
point to Date Filters, and then click
Between.

Find

Hi! Mo

Replace

fi

When you apply a filter, only the subset of


records that match the filter criteria display,
and the Toggle Filter button is active. Here,
the billing history for only Evie Swickard
displays.

550

Spring
A D

find

Reports

3. In the Custom Filter dialog box, type


swickard and then click OK. Compare
your screen with Figure 1.

Continue to the next poge to complete the skill

Toggle filter

Account Number LastName

4. In the report, click in a control that

5 ! Total*

Filter button

All Access Obje...


Sesrt*US Rasidantt

2. Click in the text box with the last name


Claybourne. Click the Home tab. In the
Sort & Filter group, click the Filter
button. In the Filter list, point to Text
Filters, and then click Equals.

- 0

Skills for Success * n

DATABASE TOOLS

V fw t________ Clipboard_______ a

1. With the Billing Report open in Layout


view, switch to Report view [jJ

Last.Flr_acc04_Water! Database- F:\Aeews Chapter 4\Ust/irst_ace04_Watef .accdb (Access 2007 - 201J file foimat) - Acci

SS6 3J
-----------
____ *5 6.1 3

gOOO 1|

$8.00
9S633 1

Totals for
Q3 2013
Totals for entire

____ SL0.Q0L.JI _ _ _ S S 6 l3 3 - >

report (filtered
records only)

WTT

c*
HOMf

EXTERNAL DATA

B fe X C u t
Paste

COpy
'V Format Painter

Fihei

z 1 Ascending

T Selection

Xi Descending

^ 3 Advanced *

hs

, Remove Sort Toggle Filter

&

Skills for Success

DATABASE TOOlS
New

51 Touts

0 ;^

4A

* Spelling
Refresh v
All. A Delete More

Go To *

Find

& Select'

- y

.$ -

Text Formatting

| Billing History Report \

p \

Tables

22-Sep-14

Billing History

Ssi Residents

5:26 PM

"HI Watei Bills


Account Number Last Name

Queries

!*"

^ 3 Water Bills Query


Reports
2014 Statistics

LSI

Billing History Report

By default, any filters saved in a report are


not active when you open the report.

Il^~
Amount Paid

IS

Amount Due

31-D e c -13

$ 16.10 i r

$16.10

$0.00

30 -N o v -13! i

$24.00

$24.00

$0.00

$40.10
Billing

Q I2 0 I4

$40.10

$0.00

Amount Paid

Amount Due
$0.00

31 -M a r-14

$23.25 ij

$23.25

28-Feb-14

$16.08

$16.08

$0.00

31-Jan-14

$897

$8.97

$0.00

$48.30

$4830

$0.00

Amount Paid

Amount Due

30-Jun-14

Billing
$60.90

$60.90

$0.00

31-M ay-14

$11.22

$11.22

$0.00

3 0 -A p r-14''

$12.30 ][

$1230

$0.00

Q 2 2 0 I4

In the Sort & Filter group, click


Advanced, and then click Clear All
Filters.
The Clear All Filters command removes
all filters from the report. Once the filter is
cleared, it is can no longer be enabled by
clicking the Toggle Filter button.

Filtered
records

Figure 3

| f

1 "

Last_Firat_acc04_Watef: Database- FAAccess Chapter 4\L*st_First_acd>_Water.accdb (Access 2007 - 2013 file format) - Access

PRINT PREVIEW

ID 0
Print

Show Migiru

Size Margins Q Pri, D, u 0nly

| j| B

landscape Columns Page


Setup
Page Layout

&

Skills for Success -

HI

Q Q Hi
Zoom One Two More
Pge Pages Pages*
Zoom

Refresh Excel
Ail

Text
PDF Email
File orXPS
Data

More
*

Close Print
Preview
Close Preview

All Access Obje... e * |


P

Print preview of

_ W
I

1 tfv j

history for Allan Spratt

wi>fii

tu {

JUL

___sasui__ u O ____J

MttJ

M.I f

6 . Save [Bj, and then Close [x] the report.

In the Navigation Pane, double-click


Billing History Report to open it in
Report view. In the Sort & Filter group,
click the Toggle Filter button to reapply
the filter created previously.

? * Replace

Sort & Filter

Vttws________Clipboard

All Access Obje... I


Search.

L*st_First_acc04_Water: Database- F:\Access Chapter 4\Last_First_acc04_Wotei.nccdb (Access 2007 - 2013 file format) - Access

*
CREATE

KM

II P
-rrj
uj_i;f
mbJI.,
%
*{ m
I
ttw i
*H
!
r umoI!
wT
mb

8. Scroll down to the second account, to


display the history for Allan Spratt. Click
in the text box with the text Spratt. On
the Home tab, in the Sort & Filter group,
click the Selection button, and then click
Equals "Spratt". Compare your screen
with Figure 3.
9. On the status bar, click the Layout View

button |s|. Using the technique practiced


previously, AutoSize the height of the
last two rowsthe rows with the Sum
controls.
10. On the status bar, click the Print Preview
button
. In the Zoom group, click
One Page as needed to display the entire
page, and then compare your screen with
Figure 4.

11. If you are printing your work, print the


report.

Row heights
increased

12. Click Save [B], and then Close [x] the


report.
You have completed Skill 9 of 10

Figure 4

Create Reports

Microsoft Access Chapter 4

551

SKILL 10: Create Label Reports | I CIdeo'10


A label report is a report formatted so that
the data can be printed on a sheet of labels.

| #

HOME

Application

1. In the Navigation Pane, under Tables,


click Residents one time to select the
table.

'

lrt_Firtf_iKCtM_Wter: Database- F:\l

CREATE

EXTERNAL DATA

sen m m m

Table Table SbarePoint


Design Lists
Templates__________ Tablet

All Access Obje...


SearchTables

p
a

3. In the Label Wizard, be sure that the


Filter by manufacturer box displays the
text Avery. Under What label size would
you like, select the label size where
Product number is C2160, as shown in

~D Water Bill!
Queries

Ul

2014 Statistics

Id

Billing History Report

4. Click Next. If necessary, change the Font


Figure 1

5. Click Next. Under Available fields, click


FirstName, and then click the Move | >
button to add the field to the Prototype
label.
6. With the insertion point in the Prototype
label and to the right of IFirstName I,
add a space, and then Move | > the
LastName field into the first line of the
Prototype label.
7. Press Enter 1, and then Move [ > the
Street field into the second line of the
Prototype label. Compare your screen
with Figure 2.

Continue to the next page to complete the skill


Figure 2

Microsoft Access Chapter 4 | Create Reports

Form

Form Blank mm-

Blame

Macro

f i C I m Module
3 Visual Basic

la b e l W iza r d

This wizard creates standard labels or custom labels.


What label sue woUd you Ike?

11/2' x 39/10"
1 1/4 x 7 31/50*
2 x 2"
1 1 / 2* x 1 1/2*
Label Type

Manufacturer
set to Avery

Each manufacturer identifies its label sheets


using a product number. Access formats
the report to match the dimensions of the
selected sheet size.

552

-n
Module

Report Wizard

a] Labels

Sheet feed

Figure 1.

name to Arial and the Font weight to


Light. Change the Font size to 10.

ft

^ 3 Water Bills Query


Reports

e--s;d,aeKbuttonu x

Product number:

ZD Resident!

2. On the Create tab, in the Reports group,


click the Labels button.

Query Query

a Cluptet 4\Last First_a<c04.Walef.*<

DATABASE TOOLS

Q Continuous

SKILL 10: Create Label Reports


I a

'

HOME

rtJir*t_cc04JrVatef: Database-

;
CREATE

EXTERNAL DATA

m m mn m m

Application Table Table SharePoint


Parts'
Design Lists*
Templates__________ Tablet______

est Chapter 4\LaJt_Fint_ctQ4_Wat.er.edt:

1- 2013 file format) - Acc

? S |

Query Query
Wizard Design
Queries

Form

n n

L!

8. Press [Enter |, and then type Aspen Falls,


CA Add a space, and then Move | >
the Zip field. Compare your screen with
Figure 3.

Is for Success

DATABASE TOOLS
CS Form Wizard

Form Blank _
Design Form B More Form*

I fS Report Vy
...
Report Report Blank
Design Report

ISU L_J .

f P ^ Module
^
Macro

Class Module
Visual Basic

All Access Obje...


Seorth3

You can create labels using a combination


of typed characters and fields from a table
or query.

Tables

ft

Residents

ZD Water Bills
Queries
S

ft

Water Bills Query

Reports

9. Click Next two times. Under What name

ft

Ifl

2014 Statistics

lil

Billing History Report

would you like for your report, replace


the existing name with Residents Mailing
Labels
10. Click Finish to open the report in Print
Preview. Compare your screen with
Figure 4.
11. If you are printing your work for this
project, print the first page of labels by
setting the From and To values in the
Print dialog box to 2.
Figure 3

| Qj

Last_First_acc04_Water; Database- FAAccess Chapter 4\Last_First_acc04_Water.accdb (Access 2007 - 2013 file format) - Access

Pnnt

Size Margins Q p(jn| D#t# 0n(y

Skills for Success *

PRINT PREVIEW

Portrait Landscape Columns Page


Setup
Page layout

Zoom

Orve
Page

Two More
Pages Pages

Refresh Excel

Text

PDF

Email

More

Close Print
Close Preview

All Access Obje... ^ j ]


SearchTables

Labels report
in Print Preview

ZD Residents

ZD Water Bills
Queries
Water Bills Query
Reports
II

2014 statistics

IJ

Billing History Report

14

Residents Mailing Labels

W ai Silvers
44567 N R ccadily Ct
Aspan Falls CA 934 63

Tonie Evangelo
38595 N W isett St
Aspen Falls C A 93464

When printing a label report, your printer


may require additional steps. Most printers
will not print until a sheet of labels or sheet
of paper is placed in the manual feed tray.
If you are working in a computer lab, check
with your lab technician or instructor for
what is required in your situation.

12. Close [x] the report, and then Close [x~|


Access. Submit your work as directed by
your instructor.

Mike Claybourne
58384 N Snowberry Ct
Aspen Falls. CA 93463

DONE! You have completed Skill 10 of 10, and


your database is complete!
Tom Tofflemire
21758 S Rotan Av
Aspen Falls CA 93464

Marjory Riviazzo
80139 N Fanny Ln
Aspen Falls. C A 93463

Bennett Rigo
9916 W /Wand Dr
Aspen Falls. CA 93463

Tracy Shimaoka
87969 N La Fontana W ay
Aspen Falls CA 93464

Allan Spratt
99950 W W ild Phlox Way
Aspen Falls. C A 93463

Lovie Batdorf
96601 E Pine Meadows Or
Aspen Falls CA 93464

Ella mee Grav


oaoca uunM4Kn>.<>f. n .

Joann Saylas
ono-j C 1
Unwti OH

Vicente Crespino

Figure 4

Create Reports | Microsoft Access Chapter 4

553

More Skills
The following More Skills are located at www.pearsonhighered.com/skills

More Skills

CD

Import Objects from Other Databases

You can import tables, forms, queries, reports, and other Access
objects from other Access databases.

In More Skills 11, you will build a database by importing objects


from other database files. You will import four tables, two
queries, one form, and three reports.
To begin, open your web browser, navigate to
www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

More Skills

Export Reports to Word

You can export reports to other file formats so that you can view
the data in other applications. For example, you can export
a report so that it can be opened in Word or sent as an e-mail
attachment.

To begin, open your web browser, navigate to


www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

In More Skills 12, you will export a report to another file format
and then open that file in Word.

More Skills CD Save Reports as PDF Documents


You can export reports to other file formats so that you can view
the data in other applications. PDF documents can be read from
any computer with a PDF reader application such as Word,
Windows 8 Reader, or Acrobat Reader.

To begin, open your web browser, navigate to


www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

In More Skills 13, you will export an Access report as a PDF file.
You will view the exported document in Windows 8 Reader.

More Skills 14 Save Reports as Web Pages and Save Export Steps
You can export reports so that they can be opened in a web
browser. In this manner, reports can be published and shared on
the Web. When you expect to export a report or other database
object frequently, you can save the export steps. The export task
can then be completed by clicking a single command.

In More Skills 14, you will export a report as a Hypertext


Markup Language (HTML) document and view the report in
your web browser. You will then save the export steps.
To begin, open your web browser, navigate to
www.pearsonhighered.com/skills, locate the name of your
textbook, and then follow the instructions on the website.

Please note th a t there are no additional projects to accom pany the More Skills Projects, and they are not
covered in the End-of-Chapter projects.

554

Microsoft Access Chapter 4 | Create Reports

Review
The following table summarizes the SKILLS AND PROCEDURES covered in this chapter.
Skills
Number

Task

Step

Open the property sheet

Design tab >Tools group

Build reports from queries

With the query selected in the Navigation pane, Create tab > Reports group > Report

Modify themes

Design tab >Themes group -> Colors or Fonts

Edit label text

Double-click the label control to enter Edit mode

Add labels (Tabular layout)

Click in a blanktable cell.Type the label text.

Format labels and text boxes

With the control selected, Format tab

Insert logos

Design tab >Header / Footer group >Logo

Select a specific control

Format tab -> Selection group > Selection arrow

Change alternate row colors

Select Detail control, and then Format tab -> Background group -> Alternate Row Color

Change number formats

Format tab > Number group > Number Format arrow

Add totals to reports

Click in column, and then Design tab >Grouping &Totals group >Totals

AutoSize labels and text boxes

With the control selected, double-click a border

Modify cell borders

In the property sheet, change Gridline Style properties

Change margins

Print Preview tab - Page Size group

Create reports with the Blank


Report Tool

Create tab > Reports group > Blank Report. In the Field list, double-click or drag to add fields to the report.

Insert title controls

Design tab > Header / Footer group Title

Add date and time controls

Design tab >Header / Footer group > Date and Time

Group and sort reports

Group, Sort, and Total pane - Add a group or Add a sort

Delete rows and columns

Arranae tab > Rows & Columns qroup -> Select Column or Select Row - press Delete |

Apply custom text and date filters

With a field selected, Home tab -> Sort & Filter group -> Filter button - Text Filters or Date Filters

Remove filters

Home tab >Sort & Filter group -> Advanced

Toggle filters on

Home tab -> Sort & Filter group -> Toggle Filter

Filter by selection

Click in field with desired value. Home tab >Sort & Filter group > Selection

10

Create label reports

Create tab >Reports group -> Labels

Property Sheet

Font group

Margins

Clear All Filters

Create Reports | Microsoft Access Chapter 4

555

Review

Key Terms
Detail control..........................539
Label re p o rt............................552
Layout v ie w ............................536
Report v ie w ............................537
Summary statistic................. 540

Online Help Skills


1. Start Access 2013, and then in the upper right comer of the start page, click the
Help button [?].
2. In the Access Help window Search help box, type conditional formatting and
then press 1Enter |.
3. In the Search result list, click Highlight data with conditional formatting, and
then compare your screen with Figure 1.
-

G l

A*

conditional formatting

H ighlight data w ith conditional form atting


NOTE

Access Help

Conditional formatting is not available in Access apps.

1. Open the form or report in Layout view, and select the control where you want to apply the
conditional formatting.
For information on forms see, creating an Access form.
TIP To apply the same formatting rules to multiple controls, hold down the CTRL key and
click each one.
2. On the Format tab, click Conditional Formatting.
TIP

To format a single control, click the arrow in the Show form atting rules for field

3. In the Conditional Formatting Rules Manager dialog box, click New Rule and select a rule
type.
4. Select an option from Edit the rule description.
5. Select the formatting that you want to apply and click OK.
6. To add a new rule to the same field(s), click New Rule and repeat this procedure from step 4.
NOTE When Access finds a rule that matches a value, it applies the formatting and stops
looking for additional rules.
In the following example, the top portion shows the Conditional Formatting Rules Manager set to show any
item with amount due exceeding $1000 in red text. The portion below shows how the conditional
formatting appears.
V
----------- L= * ---- -M -------------------------------_ -------- ------------ :-------------------

Figure 1
4. Read the article to answer the following question: How does adding

conditional formatting add meaning to report data?

556

Microsoft Access Chapter 4 | Create Reports

Review

M a tc h in g

MylTLab8 )

Match each term in the second column with its correct definition in the
first column by writing the letter of the term on the blank line in front of
the correct definition.
__

1. To change a theme, Colors theme, or Fonts theme, use this tab.

A Blank Report tool

__

2. The Font group is located on this tab.

B Design

__

3. This is used when you want to build a report by adding fields

D Filter

one at a time or arrange them in a different layout.


__

4. A small picture that can be added to a report header, typically to

the left of the title.


__

E Fonts
F Format

5. To set the width of a report control to a precise dimension in

Layout view, this pane can be used.


__

C Detail

G Logo
H Property sheet

6. An area at the beginning of a report that contains labels, text


boxes, and other controls.

__

7. The Format Painter button can be found in this group.

__

8. To change the alternate row color, this report control should be


selected.

__ _

9. To display a subset of records on a report that matches a given

I Report header
J Selection

criterion.
__ 10. This button creates and applies a filter automatically using the
value in the active field.

/ BizSkills
v Video
1. What are some examples of good e-mail etiquette?

2. What are some things to avoid when e-mailing

co-workers?

Create Reports | Microsoft Access Chapter 4

557

Review

Multiple Choice

MylTLab8

Choose the correct answer.


1. A tool that can create a report with a single click.
A. Blank Report tool
B. Report tool
C. Report Wizard
2. The method used to edit text in a label control in
Layout view.
A. Click the control two times
B. Right-click the control, then click Edit
C. Click the control, and then on the Design tab,
click Edit
3. A method used to add a label control in Layout

view.
A. On the Design tab, in the Controls group, click
Text Box
B. Click in an empty cell and type the label text
C. On the Insert tab, in the Labels group, click
Add
4. This pane is used to add fields to a report in Layout

view.
A. Add Fields
B. Blank Report
C. Field List
5. Buttons to insert logo, title, and date and time

controls are found in this group on the Design tab.


A. Controls
B. Header / Footer
C. Tools

6. This pane is used to group and sort reports.


A. Group pane
B. Group and Sort pane
C. Group, Sort, and Total pane
7. To delete a report column in Layout view, this
method can be used.
A. Click in the column, and then press |Delete |
B. Click in the column, and then on the Arrange
tab, click Delete Column
C. Click in the column. On the Arrange tab, click
Select Column, and then press [Delete |
8. To apply a custom filter, this method can be used.
A. Click in the field, and then on the Home tab,
click the Filter button
B. Click in the field, and then on the Home tab,
click the Custom button
C. Click in the field, and then on the Home tab,
click the Selection button
9. When you close a report that has a filter applied,

the following describes what happens when the


report is opened the next time.
A. The filter created previously was deleted
B. The filter was saved, but it is not enabled
C. The filter was saved, and it is enabled
10. A report formatted so that the data can be printed
on a sheet of labels.
A. Label report
B. Mail report
C. Merge report

Topics for Discussion


1. You have created reports using two different methods:
the Report tool and the Blank Report tool. Which
method do you prefer and why? What are the primary
advantages of each method?
2. You have filtered reports using two different methods:
One method added criteria to a query and then built
558

Microsoft Access Chapter 4 | Create Reports

the report from the query. The other method added


filters after the report was finished. Which method
do you prefer and why? What are the primary
advantages of each method?

Review

Skills Review
To com plete this project, you will need the following files:
acc04_SRElectricity (Access)
acc04_SRLogo (JPG)

You will save your file as:


Last_Firstacc04_SRElectricity
1. Start Access 2013, and then open the student data file acc04_SRElectricity. Save
the database in your Access Chapter 4 folder with the name Last_First_acc04_
SRElectricity If necessary, enable the content.
2. Click the Create tab, and then in the Reports group, click Blank Report. In the

Field List, click Show all tables, and then expand the Residents table. Double
click to add these fields in the following order: Account, LastName, and then
FirstName.

Figure 1

3. In the Field List, expand the Billing Cycles table, double-click CycleDate and
then Usage to add them to the report.
4. Click Save, type Resident Usage Report and then click OK. Close the Field List,

and then compare your screen with Figure 1.


5. On the Design tab, in the Header / Footer group, click Title, type Electricity
Usage by Resident and then press |Enter |.
6. On the Design tab, in the Grouping & Totals group, click Group & Sort. In the
Group, Sort, and Total pane, click Add a group, and then click Account. Close
the Group, Sort, and Total pane.
7. Drag the field with the value Claybourne into the blank cell below the Last
Name label. Drag the field with the value Mike into the blank cell below the
First Name label.
8. Click the field displaying Account 1118-435018, and then click the Home tab. In
the Sort & Filter group, click Selection, and then click Equals "1118-435018".

Figure 2

9. On the Design tab, in the Views group, click the View arrow, and then click

Print Preview. Compare you screen with Figure 2. If you are printing this
project, print the report. Click Save, and then Close the report.
10. In the Navigation Pane, select Residents. Click the Create tab, and then in the
Reports group, click the Labels button.

Continue to the next page to complete this Skills Review ^


Create Reports | Microsoft Access Chapter 4

559

Review

a nr n

rc

---n S :

12 n * rr **

-n

iz .r .0 .

o C
All Access O bje...

11. In the Label Wizard, select Avery C2160, and then click Next two times.
Double-click FirstName to add it to the Prototype label. Add a space, and
then add LastName. Press |Enter |, and then add Street. Press [E nter], type Aspen
Falls, CA Add a space, and then add the Zip field. Compare your screen with
Figure 3, and then click Finish. If you are printing your work, print the first
page of the report. Close the report.
12. Open 2013 Statistics Query in Design view. In the CycleDate column Criteria
cell, type <1/1/2014 Click Save, and then Close the query.
13. In the Navigation Pane, select 2013 Statistics Query. Click the Create tab, and
then in the Reports group, click the Report button. Click Save, type 2013 Usage
Report and then click OK.

Figure 3

s S sr:

& . a * a D B i 0 s . - . 'aT ?r___

a n

A ll Access Obje... * ]) " 1,'h**'**"'--------------------------------------------------------------------

14. In the Header / Footer group, click the Logo button. In the Insert Picture dialog
box, navigate to the student files for this chapter, click acc04_SRLogo, and then
click OK.
15. In the Header / Footer group, click the Title button, type 2013 Electricity Usage
and then press Enter ].
16. Double-click the CountOfCyclelD label control, and then double-click the text
to select it. Type Sample Size and then press |Enter |. Repeat this technique to
change the AvgOfUsage label text to Average Usage
17. Click to select the Cycle Date label. Press and hold 1Shift |while clicking the
Sample Size and Average Usage labels. Click the Format tab, and then in the
Font group, click Bold and Center.

1 2013 Electricity Usage

18. On the Format tab, in the Selection group, click the Selection arrow, and then
click Detail. In the Background group, click the Alternate Row Color arrow,
and then click No Color.
19. Click a field in the Sample Size column, and then click the Design tab. In
the Grouping & Totals group, click Totals, and then click Sum. Repeat this
technique to add an Average total to the Average Usage column.
Figure 4

20. Below the Sample Size values, click the cell with the value 852. Point to the top
border, and then double-click to AutoSize the row. Click the total cell with the
value 22, and then press |Delete |to remove the control.
21. Compare you screen with Figure 4. If you are printing this project, print the
report.
22. Click Save, Close the report, and then Close Access. Submit the project as
directed by your instructor.
DONE! You have completed this Skills Review

560

Microsoft Access Chapter 4 | Create Reports

Assessment

Skills Assessment 1

;y!Hab J

To com plete this database, you will need the following


files:
acc04_SAlParcels (Access)
acc04_SAlLogo (JPG)

You will save your datab ase as:


Last_First acc04 SAT Parcels
1. Start Access 2013, and then open the student data file acc04_
SAlParcels. Save the database in your Access Chapter 4 folder with
the name Last_First_acc04_SAlParcels If necessary, enable the content.
2. Use the Blank Report tool to create a report with these fields in

the following order: Owner, Value, Assessed, and Zone. Save the
report as Assessments
3. Apply the Organic theme, and then add a Title control with the text
Assessments by Quarter
4. Group the report by the Assessed field, and then sort the Assessed

field within each group in oldest to newest order. For the yearly
quarter label controls, AutoSize the control height.
5. Use the Property Sheet to set the width of the Owner column to 2"

and the width of the Zone column to 2" Change the alignment of the
Value label to Align Left.
6. For the Detail control, change the Alternate Row Color to Orange,
Accent 5, Lighter 80% (column 9, row 2).

11. Use the Report tool to create a report based on the Zone Values
query. Save the report as Average Zone Values

7. Create a custom Text Filter to display only the records in which the
Zone contains the word Residential

12. Add a logo using the file acc04_SAlLogo. Select the three column
labels, and then apply Bold and Center.

8. Switch to Print Preview, and then compare you screen with


Figure 1. If you are printing this project, print the report. Save, and
then Close the report.

13. Change the AvgOfValue label control text to Average Value and
then add a control that calculates the column's average. Format the
calculated control as Currency, and then AutoSize its height.

9. Create a Labels report based on the Parcels table. In the Label

14. Switch to Report view, and then compare your screen with Figure 2.
If you are printing this project, print the report.

Wizard, select Avery C2160, and accept the default label format
settings. In the first line of the Prototype label, add the Owner field.
In the second line, add the Street field. In the third line, type Aspen
Falls, CA add a space, and then add the Zip field. Accept all other
wizard defaults, and then Close the report.

15. Click Save, Close the report, and then Close Access. Submit the
project as directed by your instructor.
DONE! You have completed Skills Assessment 1

10. Modify the Zone Values query so that the second Value column
computes an average for the group. Save, and then Close the query.
Create Reports

Microsoft Access Chapter 4

561

Assessment

Skills Assessment 2
To com plete this d a tab ase, you will need the following
file:
acc04_SA2Rentals

You will save your d a ta b a s e as:


Last_First_acc04_SA2Rentals
1. Start Access 2013, and then open the student data file acc04_
SA2Rentals. Save the database in your Access Chapter 4 folder with
the name Last_First_acc04_SA2Rentals If necessary, enable the content.

Figure 1

2. Use the Blank Report tool to create a report with these fields in the
following order: Center and Room Number from the Rooms table;
and Date and Hours from the Rentals table. Save the report as
Rentals Report
3. Apply the Facet theme, and then add a Title control with the text

Community Center Rentals


4. Group the report by Center, and then group it again by

RoomNumber. Sort by Date from oldest to newest within each group.


5. Below the Hours column, add a control that calculates the column's
total.
6. For the Detail control, change the Alternate Row Color to Orange,
Accent 4, Lighter 80% (column 8, row 2).
7. Use filter by Selection to display only the rentals for Room CE110.
AutoSize the height of the three summary controls in the Hours
column.
8. Switch to Print Preview, and then compare your screen with
Figure 1. If you are printing this project, print the report. Save, and
then Close the report.
9. Create a Labels report based on the Renters table. In the Label

Wizard, select Avery C2160, and accept the default label format
settings. In the Prototype label, add fields and spaces to create
labels in the following format:
First Last
Street
City, State Zip
Accept all other wizard defaults. If you are printing this project, print
the first page of the report. Close the report.
562

Microsoft Access Chapter 4 | Create Reports

Figure 2

10. Modify the Renter History query to display only the records with
RenterlD CF46260 Save, and then Close the query.
11. Use the Report tool to create a report based on the Renter History
query. Save the report as Renter Report
12. Resize the column widths so that the report is one page wide, and
then delete the Page Number control.
13. Select the six column labels, and then apply Bold and Center.
AutoSize the height of the Count control in the RenterlD column.
14. Switch to Report view, and then compare your screen with Figure 2.
If you are printing this project, print the report.
15. Click Save, Close the report, and then Close Access. Submit the
project as directed by your instructor.
DONE! You have completed Skills Assessment 2

Assessment

Visual Skills Check


To com plete this database, you will need the following files:
acc04_VSPhones
acc04_VSLogo

You will save your d a tab ase as:

1L3

Phone List \

Last First_acc04_VSPhones

22-Sep-14

E m p lo y e e ^ o n e L'St

Open the student data file acc04_VSPhones,


and then save the database in your Access
Chapter 4 folder as Last_First_acc04__VSPhones
Use the Blank Report tool to create the report
shown in Figure 1. In the report header, add the
title, date, and time controls as shown. The logo
is from the file acc04_VSLogo. Group the report
by Department and sort it by LastName. Position,
size, and delete controls as shown in Figure 1.
Set the Department label control to size 14, Bold,
and merge cells so that the label spans the first
two columns. Set the alternate row color of the
group header row to No Color.

Chueng

(Duncan

(805] 555-1112

Kim

Leah

1(805)555-1410

Ramsburg

jNeely

|(805)555-1403

Buildings and Grounds


Baster

|Faehnle

Odell

||Kaylene

(805) 555-1172
1(805} 555-1106

jProsperi

jErasmo

(805) 555-1179

Shreffler

||Natacha

(805) 555-1357

Tylman

||Greg

(805) 555-1075

Willmarth

jGrady

1805) 555- U 62

Capital Im provement

Save the report as Phone List Print the report


or submit the database file as directed by your
instructor.
DONE! You have completed Visual Skills Check

10:33 AM

A dm inistration

[Cali

Elane

(805) 555-1260

Cedar

Jeneva

(805) 555-U 83

|corti5

Noe

(805) 555-1064

Frisella

Buddy

(805) 555-1179

Scanlin

||xaver

:|(805) 555-1237

Siravo

Irving

(805)555-1310

J]

City Clerk

Figure 1

Create Reports I Microsoft Access Chapter 4

563

Assessment

My Skills
To com plete this d a ta b a s e, you will need the following file:
acc04_MYBaseball

You will save your d a ta b a s e as:


Last_First_acc04_MYBaseball

Figure 1

1. Start Access 2013, and then open the


student data file acc04_MYBaseball. Save
the database in your Access Chapter 4
folder with the name Last_First_acc04_
MYBaseball If necessary, enable the
content.
2. Use the Blank Report tool to create a
report with these fields from the League
Statistics table in the following order:
Team, FirstName, LastName, Hits,
AtBats, and BattingAverage. Save the
report as Batting Averages

Figure 2

3. Apply the Integral theme, and then


add a Title control with the text Batting
Averages
4. Group the report by Team, and then
below the Batting Average (BA) column,
add a control that calculates the column's
averages.
5. For the Detail control, change the
Alternate Row Color to Teal, Accent 6,
Lighter 80% (last column, row 2).
6. Use filter by Selection to display only
statistics for the Golden Rays team.
AutoSize the height of the two summary
controls in the Batting Average (BA)
column.
7. Switch to Print Preview, and then
compare your screen with Figure 1. If you
are printing this project, print the report.
Save, and then Close the report.

8. Create a Labels report based on the


Coaches table. In the Label Wizard, select
Avery C2160, and accept the default label
format settings. In the Prototype label,
add fields and spaces to create labels in
the following format:
First Last
Street
City, State Zip
Accept all other wizard defaults. If you are
printing this project, print the first page of
the report. Close the report.
9. Modify the Pitching Stats query so that
the ERA column calculates the average for
each team. Save, and then Close the query.
10. Use the Report tool to create a report
based on the Pitching Stats query. Save
the report as Team Pitching
11. Change the Title control text to Team
Pitching Statistics For the four column
labels, apply Bold and Center.
12. Add a sort so that the Team ERA column
is ordered from smallest to largest. Delete
the Count control in the Team column.
13. Switch to Report view, and then compare
your screen with Figure 2. If you are
printing this project, print the report.
14. Click Save, Close the report, and then
Close Access. Submit the project as
directed by your instructor.
DONE! You have completed My Skills

564

Microsoft Access Chapter 4 | Create Reports

Assessment

Skills Challenge 1
To com plete this database, you will need the
following file:

You will save your d a ta b a s e as:


Last_First_acc04_SClReviews

acc04_SCl Reviews

Open the student data file acc04_SClReviews and save the


database in your Access Chapter 4 folder as Last_First_acc04_
SClReviews Open Employee Evaluations in Layout view,
and then add grouping so that each employee's evaluations
display under his or her name. Position and sort the fields and
labels to make the report easier to understand. Add Totals to
the Attendance and Customer Relations columns that calculate
the average values for each column, and format the numbers
to display two decimals. Format the report to make it easier

to read, and adjust the column widths and heights to fit the
content each needs to display. Add a Title control that describes
the purpose of the report, and then filter the report to display
the evaluations for Jack Hooley.
Print the report or submit the database file as directed by your
instructor.
DONE! You have completed Skills Challenge 1

Skills Challenge 2
To com plete this database, you will need the
following file:

You will save your d a ta b a s e as:


Last_First_acc04_SC2Students

acc04_SC2Students
Open the student data file acc04 SC2Students and save
the database in your Access Chapter 4 folder as Last_First_
acc04_SCStudents Create a query that can be used to create
a mailing labels report. In the query, include the necessary
name and address fields from the Students table, and then
filter the query so that only participants from the Central
neighborhood display. Save the query as Central Students
Query. Use the Label Wizard to create a label report. Arrange

the fields in the standard mailing address format. Include


spacing and punctuation where appropriate. Do not include the
Neighborhood field in the label. Accept all other default wizard
settings.
Print the report or submit the database file as directed by your
instructor.
DONE! You have completed Skills Challenge 2

Create Reports | Microsoft Access Chapter 4

565

C A P S T O N E

PROJECT

S tu d e n t d a t a files n e e d e d for this p ro je c t:

MOM!

CMATI

acc_CSShelters (Access)
acc_CSShelterData (Excel)
acc_CSLogo (JPG)

You w ill s a v e your file as:


Last_First_acc_CSShelters (Access)
1. Start Access 2013, and then open the student data file that came with this project,
acc_CSShelters. Use the Save As dialog box to save the database to your drive
with the name Last_First_acc_CSShelters If necessary, enable the content.
2. Create a new table in Design view. Add a field named ShelterlD with the

AutoNumber data type. Set the field as the table's primary key, and then
change the field's Caption property to Shelter ID

Figure 1

3. Add a field named ShelterName with the Short Text data type. Change the
field's Field Size property to 50 and its Caption property to Shelter Name
4. Add a field named Park with the Short Text data type, and change the field's

Field Size property to 50


5. Save the table with the name Shelters and Close the table.
6. Import the data in the Excel file acc_CSShelterData by appending the data to
the Shelters table.
7. Open the Shelters table, set the column widths to Best Fit, and then compare
your screen with Figure 1. Save, and then Close the table.
8. Relate the database's two tables in a one-to-many relationship by enforcing
referential integrity between the ShelterlD fields. For the relationship, select
both cascading options. Save, and then Close the Relationships tab.
9. Create a query in Design view, add both database tables, and then add the

following fields: ShelterName, ReservationDate, GroupSize, and Fee. Add


criteria so that only reservations for the month of July 2014 display. Save the
query with the name July Reservations
10. Run the query. Compare your screen with Figure 2, and then Close the query.

Continue to the next page to complete the ski

566

Capstone Project | Access

Figure 2

ntUHM.DATA

tUTAMUlOOU

Him

TAJU

IHllwlu

Access
11. Create a query in Design view, add both database tables, and then add the
following fields: Park, ReservationDate, and Fee. Save the query with the
name Shelter Revenue
12. Group the Shelter Revenue query by Park. In the ReservationDate column,
add a Count total, and then in the Fee column, add a Sum total.
13. Save, and then Run the query. Verify that 10 records display, and then Close
the query.
14. Use the Form tool to create a form and subform with the main form based on
the Shelters table. Save the form with the name Shelter Reservations
15. Apply the Retrospect theme, insert the logo from the file acc_CSLogo, and
then change the form's title text to Shelter Reservations
Figure 3

16. Use the Property Sheet to change the width of the Shelter ID text box control
to 4.8" and then Close the Property Sheet.
17. In the main form, add a new record with Memorial Shelter as the shelter name
and Centennial as the park name. In the subform, add a reservation with a
Customer ID of 1497076 The date is 11/30/2014 and the Group Size is 125
18. Compare your screen with Figure 3. Save, and then Close the form.
19. Use the Report tool to create a report based on the Shelter Revenues query.
Save the report as Revenue Report
20. Change the report title to Park Shelter Revenue and then change the Date
control's Number Format to Medium Date.
21. Add a sort that orders the CountOfReservationDate column from largest to
smallest.
2 2 . Change the second column label to Reservations and the third column label to

Total Fees
23. For all three column labels, change the font size to 12, apply Bold, and apply
Align Left. AutoSize the second column's width.
24. Below the Total Fees column, AutoSize the height of the Total control, and
then change the control's Number Format to Currency.
25. Close the Group, Sort, and Total pane, and then delete the control with the
page number. Compare your screen with Figure 4.
Figure 4

26. Save, and then Close the report. Close Access, and then submit the project as
directed by your instructor.
DONE! You have completed Access Capstone Project

Access | Capstone Project

567

INTEGRATED

PROJECT

Create Envelopes from Access Queries


Recall that in Word, you can merge data into different types of
documents such as letters, envelopes, mailing labels, or email
messages.

You can use Access to store data such as addresses, filter that data in
an Access query, and then use the results of the query to create mail
merge documents in Word.

Aspen Falls City Hall


In this Integrated Project, you w ill create documents for the Aspen
Falls City Hall, which provides essential services for the citizens and
visitors o f Aspen Falls, California. You w ill help Carter Horikoshi, Art
Center Supervisor, create envelopes addressed to art students who
live in the Central neighborhood.
You can use tables and queries in Access databases as data sources
for mail merge documents. Queries are used to filte r the records
before using them as a mail merge data source. When you set a Word
docum ent as an envelope, the docum ent changes to the size o f a
standard envelope w ith placeholders for the return and recipient
addresses. Typically, the return address is typed, and the recipients'
addresses are retrieved from the database table or query.
You w ill add criteria to an Access query and then use that query as
the data source for a mail merge. In Word, you w ill create a document
th a t can p rint an envelope for each student w ho lives in the Central
neighborhood.

Tsium pa / Fotolia

568

Integrated Project 6 | Create Envelopes from Access Queries

Вам также может понравиться